Matthew DonovanCRD Number: 5432282
Current Firm: Sica Wealth Management, LLC
Matthew Donovan (CRD# 5432282) is an Investment Advisor Representative working at Sica Wealth Management, LLC in Morristown, NJ and has over 6 years of experience in the finance industry.
Legacy Care Wealth, LLC
Brighton Financial Planning
Cfs Investment Advisory Services LLC
|Circle Squared Alternative Investments, LLC||Morristown, NJ||Sep 2014 - Current||3|
|Sica Wealth Management, LLC||Morristown, NJ||Sep 2011 - Current||6|
|Unemployed||Brookside, NJ||May 2011 - Sep 2011||< 1|
|Bentley University||Waltham, MA||Sep 2008 - May 2011||2|
|Sica Wealth Management, LLC||Morristown, NJ||Jul 2010 - Aug 2010||< 1|
|Wells Fargo Advisors, LLC||Morristown, NJ||Jun 2009 - Aug 2009||< 1|
|Wachovia Securities, LLC||Morristown, NJ||Jun 2008 - Aug 2008||< 1|
|Unemployed||Brookside, NJ||Jan 2008 - Jun 2008||< 1|
|A.g. Edwards & Sons, Inc.||Morristown, NJ||Sep 2007 - Jan 2008||< 1|
|Unemployed||Brookside, NJ||May 2007 - Sep 2007||< 1|
|Middlebury College||Middlebury, VT||Sep 2006 - May 2007||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2011|
Total Assets Under Management91MILLIONS
Total Number of Accounts764ACCOUNTS
Average Account Value$119,145
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, NH, NJ, NY, PA, TX
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