Michael DonnellyCRD Number: 2971348
Current Firm: High Falls Advisors, Inc.
Michael Donnelly (CRD# 2971348) is an Investment Advisor Representative working at High Falls Advisors, Inc. in Rochester, NY and has over 18 years of experience in the finance industry. Michael Donnelly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Leigh Baldwin & Company, LLC||Cazenovia, NY||Jun 2013 - Current||3|
|High Falls Advisors||Rochester, NY||Apr 2012 - Current||4|
|Wall Street Financial Group||Fairport, NY||Apr 2012 - Jun 2013||1|
|Fidelity Brokerage Services LLC||Wilmington, DE||Jul 2004 - Apr 2012||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S65||NASAA Investment Advisors Law Examination||Apr 2000|
Total Assets Under Management542MILLIONS
Total Number of Accounts1,977ACCOUNTS
Average Account Value$274,384
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, FL, MA, NC, NY, TX