Matthew D. Donovan

WHITETAIL WEALTH MANAGEMENT

Hardwick, NJ

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CRD#: 1220849

Professional summary

Matthew David Donovan is a registered financial advisor currently at WHITETAIL WEALTH MANAGEMENT located in Hardwick, New Jersey.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Matthew has worked at 15 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Whitetail Wealth Management LLC; Hardwick, NJ; Investment Related; Fixed Insurance Sales; Insurance Agent; Started 05/2022; Approximately 20% of time will be spent in this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew David Donovan's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 23, 2022 - Present

WHITETAIL WEALTH MANAGEMENT

RIA

CRD#: 321186

Hardwick, NJ

Past

December 16, 2015 - October 22, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

FLANDERS, NJ

Past

December 15, 2015 - October 22, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

FLANDERS, NJ

Past

September 1, 2015 - November 27, 2015

TRADINGBLOCK

CRD#: 128605

Blairstown, NJ

Past

September 18, 2012 - May 13, 2015

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

MORRISTOWN, NJ

Past

September 18, 2012 - May 13, 2015

EQUITABLE ADVISORS, LLC

CRD#: 6627

MORRISTOWN, NJ

Past

August 27, 2009 - September 19, 2012

EDWARD JONES

RIA

CRD#: 250

MT. ARLINGTON, NJ

Past

August 21, 2009 - September 19, 2012

EDWARD JONES

CRD#: 250

MT. ARLINGTON, NJ

Past

April 26, 2007 - August 12, 2009

LPL FINANCIAL LLC

RIA

CRD#: 6413

STEVENSVILLE, MD

Past

April 24, 2007 - August 12, 2009

LPL FINANCIAL LLC

CRD#: 6413

STEVENSVILLE, MD

Past

December 11, 2006 - March 14, 2007

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

DOVER, DE

Past

December 4, 2006 - March 14, 2007

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

DOVER, DE

Past

May 4, 2006 - June 30, 2006

UVEST FINANCIAL SERVICES GROUP, INC.

RIA

CRD#: 13787

OLNEY, MD

Past

May 4, 2006 - June 30, 2006

UVEST FINANCIAL SERVICES GROUP, INC.

CRD#: 13787

OLNEY, MD

Past

April 12, 2006 - April 18, 2006

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

EASTON, MD

Past

April 12, 2006 - April 18, 2006

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

EASTON, MD

Past

November 11, 2005 - February 10, 2006

CETERA INVESTMENT SERVICES LLC

RIA

CRD#: 15340

CHESTERTOWN, MD

Past

June 19, 2003 - February 10, 2006

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

ST. CLOUD, MN

Past

January 27, 2000 - April 29, 2003

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

April 23, 1997 - January 13, 2000

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

December 22, 1989 - April 11, 1997

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

September 2, 1986 - January 13, 1990

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

December 21, 1983 - September 12, 1986

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(9/23/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/29/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/10/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/17/1983

General Securities Representative Examination

Current Firm

WHITETAIL WEALTH MANAGEMENT

WHITETAIL WEALTH MANAGEMENT | WHITETAIL WEALTH MANAGEMENT, LLC

CRD#: 321186 / SEC#:

New Jersey

Registered Investment Advisory firm - (9/23/2022 Approved)

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Contact information

Main Address

Hardwick, NJ

Mailing Address

Phone number

(908) 343-7878

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Matthew D. Donovan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew David Donovan's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

TRADINGBLOCK

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

EDWARD JONES

EDWARD JONES

LPL FINANCIAL LLC

LPL FINANCIAL LLC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

UVEST FINANCIAL SERVICES GROUP, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

CETERA INVESTMENT SERVICES LLC

CETERA INVESTMENT SERVICES LLC

MORGAN STANLEY DW INC.

PRUDENTIAL EQUITY GROUP, LLC

A. G. EDWARDS & SONS, INC.

UBS FINANCIAL SERVICES INC.

CITIGROUP GLOBAL MARKETS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/29/2005

Series 63

Date: 4/10/1984

SIE

Date: 10/1/2018

Series 7

Date: 12/17/1983

Current Firm

WHITETAIL WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

WHITETAIL WEALTH MANAGEMENT

TRUST BUT VERIFY

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