Christopher Donovan (CRD# 6468073) is an Investment Advisor Representative working at Eagle Strategies LLC in Hyannis, MA and has over 7 years of experience in the finance industry.
CRD# 2677359
Ameriprise Financial Services, LLC
CRD# 6353257
Shp Wealth Management, LLC
CRD# 1915639
Sage Wealth Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Waltham, MA | Apr 2021 - Current | 3 |
| Harding Financial & Insurance | Waltham, MA | Mar 2021 - Current | 3 |
| Nylife Securities LLC | Waltham, MA | Sep 2016 - Current | 7 |
| New York Life Insurance Company | Waltham, MA | Jul 2016 - Current | 7 |
| The Ayco Company L.p | Albany, NY | Sep 2015 - Jul 2016 | < 1 |
| Union College | Schenectady, NY | Sep 2012 - Jul 2016 | 3 |
| Merril Lynch | Hyannis, MA | Jun 2015 - Sep 2015 | < 1 |
| Ameriprise Financial | Clifton Park, NY | Mar 2015 - Jun 2015 | < 1 |
| Course Hero Inc. | Redwood City, CA | Dec 2014 - Mar 2015 | < 1 |
| Unemployed | Schenectady, NY | Sep 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2016 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- MA
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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