Brian Christopher Donovan
Professional Summary
Brian Christopher Donovan was a registered financial advisor. Brian was a previously registered financial professional and started their career in finance 1985 - 2025. Brian had worked at 14 firms and has passed the Series 65, Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 9, Series 10, Series 27, Series 53, Series 24, Series 14, Series 8 and Series 4 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
41 years in the financial services industry
Current & Past Employments
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Current Firm
CUATRO CAPITAL SECURITIES LLC
Contact Information
Main Address
1959 Calle Loiza, San Juan, PR 00911Mailing Address
1959 Calle Loiza Suite 203, San Juan, PR 00911Phone Number
(914) 361-9343Established
Puerto Rico since 03/29/2023Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (21 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| NUEDA VIDA VENTURES LLC | PARENT COMPANY | — |
| CUATRO CAPITAL HOLDINGS LLC | DIRECT OWNER | — |
| BEATON, DANIEL STEWART | FINOP, POO, PFO | 4240769 |
| BELEW, CHRISTOPHER MICHAEL | CHIEF EXECUTIVE OFFICER | 6961894 |
| HOLMAN, JOHN MICHAEL | CHIEF COMPLIANCE OFFICER | 1858866 |
| LAMARI, ANDREA MARIE | MANAGING PARTNER | 6359352 |
| TRINH, MICHAEL | PRESIDENT | 7014640 |
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jan 2023About the Series 9 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Jan 2023About the Series 10 examSeries 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Apr 1988Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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