Donna Donaldson, financial advisor Stamford CT
93 score

Donna Donaldson

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Donna M. Donaldson
Phone Number: 212-816-6000
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    22,285
    MILLIONS
  • Total Number of Accounts
    42,945
    ACCOUNTS
  • Average Account Value
    $518,927
Compensation Options
  • A percentage of assets under your management
  • 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
  • Security ratings or pricing services
  • Other
Types of Clients
Registered States

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

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

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