Thomas Donnelly, financial advisor Gilroy CA
90 score

Thomas Donnelly

CRD Number: 6034342
Current Firm: Wells Fargo Advisors, LLC

Thomas Donnelly (CRD# 6034342) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Gilroy, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Gilroy, CA Feb 2015 - Current 1
Wells Fargo Advisors, LLC San Jose, CA Dec 2013 - Feb 2015 1
Bank Of America, N.a. Carmel, CA Nov 2012 - Dec 2013 1
Merrill Lynch, Pierce, Fenner And Smith Incorporated Carmel, CA Jun 2012 - Nov 2012 < 1
Donnelly Trading Fresno, CA Feb 2010 - Jun 2012 2
Us Cottonseed Brokers Fresno, CA Feb 2009 - Jun 2012 3
Morgan Stanley Smith Barney Fresno, CA Feb 2012 - Feb 2012 < 1
Bvb Trading Clovis, CA Jun 2007 - Feb 2009 1
Csu Fresno Fresno, CA Jun 2002 - Jun 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Thomas M. Donnelly
Phone Number: 314-875-3000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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