AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
GD

George W. Donehoo

Some features on this profile are disabled
CRD#: 1367963
GD

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

George Wilson Donehoo, who also goes by George Wilson J Donehoo, was a registered financial professional .

George is a previously registered financial professional and started their career in finance in 1974. George had worked at 4 firms and has passed the Series 27 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


George Wilson J Donehoo

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

April 28, 1988 - June 28, 1991

AMERICAN CAPITAL CONTRACTUAL SERVICES, INC.

BD
CRD#: 148
Past

September 24, 1987 - June 26, 1991

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146
Past

March 27, 1986 - June 19, 1986

CAROLINA SECURITIES CORPORATION

BD
CRD#: 142
Past

March 12, 1974 - December 23, 1985

UNDERWOOD, NEUHAUS & CO., INCORPORATED

BD
CRD#: 839

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


Principal/Supervisory Exam
RR
Series 27
Date: 9/22/1987
Financial and Operations Principal Examination

Current Firm


AC
AMERICAN CAPITAL CONTRACTUAL SERVICES, INC.
ACFS, INC. | SME CAPITAL MANAGEMENT CORPORATION | AMERICAN GENERAL CONTRACTUAL SERVICE, INC. | AMERICAN CAPITAL CONTRACTUAL SERVICES, INC.

CRD#: 148 / SEC#: , 8-6494

BD
Terminated by SEC on 12/16/1997
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
New York since 09/09/1957
Firm type
Corporation
Fiscal year end
November
# of Employees

Documents


Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information


AMERICAN CAPITAL CONTRACTUAL SERVICES, INC.

CRD#: 148

TRUST BUT VERIFY

Monitor George Donehoo

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics