Donna DonaldsonCRD Number: 1861110
Current Firm: Citigroup Global Markets Inc.
Donna Donaldson (CRD# 1861110) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Stamford, CT and has over 9 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|Citigroup Global Markets||Stamford, CT||Sep 2010 - Current||6|
|Prudential Connecticut Reality||Branford, CT||Mar 2010 - Current||6|
|D & D Closing Svc LLC||Branford, CT||Mar 2008 - Current||8|
|Metlife Securities Inc.||Elmsford, NY||Mar 2009 - Oct 2009||< 1|
|Merrill Lynch||New Haven, CT||May 2008 - Feb 2009||< 1|
|Self Employed||Branford, CT||Mar 2008 - May 2008||< 1|
|Citi-smith Barney||New Haven/essex, CT||Feb 2007 - Mar 2008||1|
|Citigroup Global Markets Inc.||New Haven, CT||Apr 2000 - Mar 2008||7|
|Citibank||New York, NY||Apr 2000 - Feb 2007||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2007|
|S66||NASAA Uniform Combined State Law Examination||Jul 2008|
Total Assets Under Management22,285MILLIONS
Total Number of Accounts42,945ACCOUNTS
Average Account Value$518,927
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
- Security ratings or pricing services
AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV