Peter DonovanCRD Number: 1134808
Current Firm: Wright Investors Service Inc.
Peter Donovan (CRD# 1134808) is an Investment Advisor Representative working at Wright Investors Service Inc. in Milford, CT and has over 21 years of experience in the finance industry.
American Portfolios Advisors, Inc.
Lpl Financial LLC
Springboard Asset Management LLC
|Wright Investors' Service, Inc.||Milford, CT||Mar 1996 - Current||21|
|Wright Investors' Service, Inc.||Milford, CT||Nov 1988 - Current||29|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 1996|
Total Assets Under Management1,429MILLIONS
Total Number of Accounts1,685ACCOUNTS
Average Account Value$848,022
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CA, CT, DE, FL, GA, IL, IN, MA, NJ, NY, PA, TN, TX