Ross Donnelly, financial advisor Seattle WA
93 score

Ross Donnelly

CRD 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 6 years of experience in the finance industry.

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Company Name Location Dates Years
Dinosaur Securities, LLC New York, NY Jun 2013 - Current 3
Concert Wealth Management, Inc. San Jose, CA Apr 2013 - Current 3
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
Contact Info for Ross D. Donnelly
Phone Number: 408-856-6310
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    2,012
    MILLIONS
  • Total Number of Accounts
    11,032
    ACCOUNTS
  • Average Account Value
    $182,406
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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