Stephen Donnelly (CRD# 1294906) is an Investment Advisor Representative working at Investors Capital Advisory in Lynnfield, MA and has over 19 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2226733
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Wealth, Inc. | Manahawkin, NJ | Jan 2024 - Current | < 1 |
Woodbury Financial Services, Inc. | Manahawkin, NJ | Mar 2019 - Current | 5 |
Select Financial Services, LLC | Paramus, NJ | Sep 2002 - Current | 21 |
Woodbury Financial Services, Inc. | Manahawkin, NJ | Mar 2019 - Jan 2024 | 4 |
Questar Capital Corporation | Minneapolis, MN | Sep 2016 - Mar 2019 | 2 |
Questar Asset Management | Minneapolis, MN | Sep 2016 - Mar 2019 | 2 |
Investors Capital Corp | Lynnfield, MA | Feb 2009 - Aug 2016 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1996 |
S65 | NASAA Investment Advisors Law Examination | Jun 2001 |
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- 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)
- Educational seminars/workshops
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