Matthew Donovan (CRD# 7377003) is an Investment Advisor Representative working at Citizens Securities, Inc. in West Palm Beach, FL and has over 2 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6480437
Equitable Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Citizens Securities, Inc. | Westwood, MA | Oct 2022 - Current | 1 |
Thrivent Financial | Appleton, WI | Jan 2022 - Oct 2022 | < 1 |
Thrivent Investment Management Inc. | Raynham, MA | Aug 2021 - Oct 2022 | 1 |
West Parts And Supply | Middleboro, MA | Jan 2021 - Dec 2021 | < 1 |
Unemployed | Raynham, MA | Oct 2020 - Jan 2021 | < 1 |
Benchmark Senior Living | Franklin, MA | Jan 2020 - Oct 2020 | < 1 |
Lcb Senior Living | Dartmouth, MA | Jun 2016 - Jan 2020 | 3 |
Primo Medical Group | Bridgewater, MA | Feb 2019 - Jun 2019 | < 1 |
Atria Senior Living | Falmouth, MA | Mar 2014 - Feb 2019 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
S63 | Uniform Securities State Law Examination | Dec 2021 |
- AL
- AK
- AR
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- IA
- KS
- KY
- LA
- ME
- MD
- MI
- MN
- MS
- MO
- MT
- NE
- NV
- NH
- NJ
- NM
- NY
- NC
- ND
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TX
- UT
- VT
- VA
- WA
- WI
-
Total Assets Under Management7,314MILLIONS
-
Total Number of Accounts47,222ACCOUNTS
-
Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.