Gregory DonovanCRD Number: 5040810
Current Firm: Stifel, Nicolaus & Company, Incorporated
Gregory Donovan (CRD# 5040810) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saint Louis, MO and has over 15 years of experience in the finance industry.
Cutter & Company, Inc.
Moneta Group Investment Advisors, LLC
|Stifel Nicolaus & Co Inc.||St. Louis, MO||Jun 2020 - Current||1|
|Nccj St. Louis||St. Louis, MO||May 2019 - Jun 2020||1|
|Wells Fargo Clearing Services, LLC||St. Louis, MO||Nov 2016 - May 2019||2|
|Wells Fargo Advisors LLC||St. Louis, MO||Nov 2011 - Nov 2016||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2005|
Total Assets Under Management117,820MILLIONS
Total Number of Accounts279,563ACCOUNTS
Average Account Value$421,444
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
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