Ross DonnellyCRD Number: 5572731
Current Firm: Concert Wealth Management
Ross Donnelly (CRD# 5572731) is an Investment Advisor Representative working at Concert Wealth Management in Seattle, WA and has over 8 years of experience in the finance industry.
Brighton Jones LLC
|Dinosaur Securities, LLC||New York, NY||Jun 2013 - Current||5|
|Concert Wealth Management, Inc.||San Jose, CA||Apr 2013 - Current||5|
|Northwest Asset Management||Seattle, WA||Jul 2012 - Apr 2013||< 1|
|Purshe Kaplan Sterling Investments||Albany, NY||Aug 2012 - Mar 2013||< 1|
|Strategic Income Management, LLC||Seattle, WA||Oct 2010 - Jul 2012||1|
|Wachovia Securities, LLC||Seattle, WA||Jul 2008 - Aug 2010||2|
|Loyola University Of Chicago||Chicago, IL||Sep 2004 - Jun 2009||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2010|
Total Assets Under Management201MILLIONS
Total Number of Accounts350ACCOUNTS
Average Account Value$574,246
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, FL, GA, ID, IL, KS, MA, MD, MI, MO, NC, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI
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