Daniel Donovan (CRD# 6097486) is an Investment Advisor Representative working at Alliancebernstein LP in Nashville, TN and has over 11 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 4183126
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sanford C. Bernstein & Company, LLC | Nashville, TN | Apr 2022 - Current | 1 |
| Lpl Financial LLC | Hopewell Junction, NY | Oct 2021 - Mar 2022 | < 1 |
| Unemployed | Hopewell Junction, NY | Apr 2020 - Oct 2021 | 1 |
| Jackson National Life Distributors LLC | Franklin, TN | Nov 2017 - Mar 2020 | 2 |
| Nomura Securities International, Inc. | New York, NY | Aug 2014 - Oct 2017 | 3 |
| Unemployed | Hopewll Junction, NY | May 2014 - Aug 2014 | < 1 |
| Fordham University | Bronx, NY | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2021 |
- TN
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Total Assets Under Management582,388MILLIONS
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Total Number of Accounts58,634ACCOUNTS
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Average Account Value$9,932,599
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment 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
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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