Anthony Donnelly, financial advisor Baltimore MD

Anthony Donnelly

CRD Number: 6035511
Current Firm: Atlas Sustainable Wealth, LLC

Anthony Donnelly (CRD# 6035511) is an Investment Advisor Representative working at Atlas Sustainable Wealth, LLC in Baltimore, MD and has over 12 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Atlas Sustainable Wealth, LLC Baltimore, MD Jul 2022 - Current 1
Atlas Sustainable Wealth, LLC Waltham, MA Feb 2019 - Jun 2022 3
Beacon Pointe Wealth Advisors, LLC Newton, MA May 2017 - Dec 2018 1
Beacon Pointe Advisors, LLC Newton, MA May 2017 - Dec 2018 1
Aepg Wealth Strategies Warren, NJ Jun 2011 - Apr 2017 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2012
Contact Info for Anthony M. Donnelly
Phone Number: 410-900-0005
Registered State(s):
  • MA
Current Firm Details
Atlas Sustainable Wealth, LLC
Firm's CRD Number: 300878
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $282,500
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MA, MD

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