John Donnelly (CRD# 6171476) is an Investment Advisor Representative working at Key Investment Services LLC in Rensselaer, NY and has over 8 years of experience in the finance industry.
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
CRD# 2853423
Albanyadvisor Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Key Investment Services | Brooklyn, OH | Aug 2021 - Current | 2 |
| Cleveland State University | Cleveland, OH | Jan 2017 - Current | 7 |
| Pnc Investments | Cleveland, OH | Oct 2018 - Aug 2021 | 2 |
| Pnc Investments | Cleveland, OH | Jul 2017 - Oct 2018 | 1 |
| Key Investment Services | Brooklyn, OH | May 2014 - Jul 2017 | 3 |
| Keybank National Association | Brooklyn, OH | Feb 2013 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2016 |
- OH
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Total Assets Under Management4,188MILLIONS
-
Total Number of Accounts26,437ACCOUNTS
-
Average Account Value$158,412
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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