Robert Donnelly (CRD# 1150434) is an Investment Advisor Representative working at Kovack Advisors, Inc. in Feasterville-Trevose, PA and has over 30 years of experience in the finance industry.
CRD# 1261791
Janney Montgomery Scott LLC
CRD# 1307441
Cetera Investment Advisers LLC
CRD# 2480675
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kovack Advisors, Inc. | Fort Lauderdale, FL | Jun 2023 - Current | < 1 |
| Alpha Advisors Alliance, LLC | Richboro, PA | Apr 2019 - Current | 5 |
| Woodbury Financial Services, Inc. | Richboro, PA | Mar 2019 - Apr 2019 | < 1 |
| Questar Capital Corporation | Minneapolis, MN | Jan 2018 - Mar 2019 | 1 |
| Questar Asset Management | Minneapolis, MN | Jan 2018 - Mar 2019 | 1 |
| Proequities, Inc. | Paoli, PA | May 2015 - Jan 2018 | 2 |
| Underwriters Mkt - Service | Mount Laurel, NJ | Jul 2014 - May 2015 | < 1 |
| Lincoln Financial Distributors, Inc. | Hartford, CT | Apr 2006 - Jun 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NJ
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Total Assets Under Management4,288MILLIONS
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Total Number of Accounts18,409ACCOUNTS
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Average Account Value$232,920
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