Donna R. Bellamy
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.
Donna Rae Bellamy was a registered financial professional .
Donna is a previously registered financial professional and started their career in finance in 1986. Donna had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 25, 2011 - April 16, 2026
MADISON AVENUE SECURITIES, LLC
July 22, 2011 - April 16, 2026
MADISON AVENUE SECURITIES, LLC
May 28, 2004 - July 22, 2011
OSAIC WEALTH, INC.
May 27, 2004 - July 22, 2011
OSAIC WEALTH, INC.
March 15, 2004 - June 10, 2004
NSA SECURITIES CORPORATION
March 15, 2004 - June 10, 2004
NSA SECURITIES CORPORATION
March 24, 2003 - March 12, 2004
INTERVEST INTERNATIONAL, INC.
March 24, 2003 - March 12, 2004
INTERVEST INTERNATIONAL EQUITIES CORPORATION
December 17, 2001 - March 7, 2003
WOODBURY FINANCIAL SERVICES, INC.
January 22, 1993 - March 7, 2003
WOODBURY FINANCIAL SERVICES, INC.
February 21, 1992 - January 9, 1995
OSAIC FS, INC.
February 26, 1987 - March 6, 1992
PRUCO SECURITIES, LLC.
August 22, 1986 - February 5, 1987
EBS BROKERAGE SERVICES, INC.
Primary Firm SEC Registration
MADISON AVENUE SECURITIES, LLC
CRD#: 23224 / SEC#: 801-69919, 8-40426
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
MADISON AVENUE SECURITIES, LLC
CRD#: 23224 / SEC#: 801-69919, 8-40426
Contact information
SEC notice filing (50 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| KT EQUITY PARTNERS II, LLC | DIRECT OWNER | |
| CALLANAN, DAVID JAMES | MANAGER | 4237166 |
| FIXSEN, VILAYPHONE | CHIEF OPERATING OFFICER | 4585926 |
| JENSEN, GAIL MARIE | DEPUTY CHIEF COMPLIANCE OFFICER | 1943705 |
| MCNEES, MARTIN WILLIAM | PRESIDENT | 3168410 |
| PIERSON, MELISSA KAY | CHIEF COMPLIANCE OFFICER | 1685017 |
| WOODS, SANDRA ANN | FINOP | 6200533 |
Regulatory assets under management
| Total Number of Accounts | 14,100 |
| AUM (Assets Under Management) | $ 2,038,801,712 |
Disclosures
| Regulatory Event | 8 |
| Arbitration | 1 |
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.
