William Donohue, financial advisor Jersey City NJ
93 score

William Donohue

CRD Number: 1781937
Current Firm: Charles Schwab & Company, Inc.

William Donohue (CRD# 1781937) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Jersey City, NJ and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Jersey City, NJ Apr 2013 - Current 3
Td Ameritrade Jersey City, NJ Apr 2012 - Apr 2013 1
Mueller Insurance Services Tonawanda, NY Sep 2011 - Mar 2012 < 1
Unemployed Massapequa Park, NY Apr 2011 - Sep 2011 < 1
Pcs Dunbar Securities, LLC Purchase, NY Aug 2009 - Apr 2011 1
E*trade Securities LLC New York, NY Jan 2001 - Aug 2009 8
E*trade Advisory Services, Inc. New York, NY Jan 2001 - Aug 2009 8
Harrisdirect LLC Jersey City, NJ Oct 2005 - Oct 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1990
S65 NASAA Investment Advisors Law Examination Dec 2001
Contact Info for William G. Donohue
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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