Bradford Donovan, financial advisor Rehoboth Beach DE
77 score

Bradford Donovan

CRD Number: 6303402
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bradford Donovan (CRD# 6303402) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rehoboth Beach, DE and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Rehoboth Beach, DE Jul 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Rehoboth Beach, DE Feb 2014 - Current 2
Galaxy 66 Bar Ocean City, MD Oct 2013 - Feb 2014 < 1
Hasco Building Supply West Orange, NJ Aug 2003 - Feb 2014 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Bradford Donovan
Phone Number: 800-637-7455
Registered State(s):
  • DE
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
77

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