David Warren Donahue Jr.
Professional Summary
David Warren Donahue JR., who also goes by David Warren Donahue Jr, is a registered financial advisor currently at EAGLECLAW CAPITAL MANAGEMENT LLC located in Boston, Massachusetts and MOORS & CABOT, INC. located in Boston, Massachusetts. David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. David has worked at 4 firms and has passed the Series 63, Series 65, SIE and Series 7...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
David Warren Donahue Jr
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Contact Information
xxxxx@xxxx.xxx
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
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.
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.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Years of Experience
33 years in the financial services industry
Current & Past Employments
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Current Firm
DONAHUE AND MOORS | EAGLECLAW CAPITAL MANAGEMENT LLC
Contact Information
Main Address
One Federal Street 19th Floor, Boston, MA 02110-2003Phone Number
(617) 314-0213# of Employees
5SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
321AUM (Assets Under Management)
$896,231,596Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | Cover Page | Report |
| 01/23/2025 | Cover Page | Report |
| 12/04/2023 | Cover Page | Report |
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
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.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Primary Firm SEC Registration
DONAHUE AND MOORS | EAGLECLAW CAPITAL MANAGEMENT LLC
State Registrations and Notice Filings
(3/23/2016)
(11/29/2006)
(4/9/2026)
(2/11/2005)
(12/17/2024)
(2/11/2005)
(2/11/2005)
(2/11/2005)
(1/31/2020)
(5/18/2009)
(2/11/2005)
(6/18/2019)
(2/11/2005)
(3/9/2005)
(2/11/2005)
(2/11/2005)
(2/11/2005)
(3/3/2005)
(2/11/2005)
(7/16/2026)
(2/11/2005)
(2/11/2005)
(7/16/2014)
(2/11/2005)
(2/11/2005)
(2/14/2005)
(2/11/2005)
(2/11/2005)
(2/11/2005)
(4/5/2023)
(2/11/2005)
(2/11/2005)
(2/11/2005)
(2/11/2005)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
CRS (Client Relationship Summary) - RIA
Click below to view David Warren Donahue JR.'s CRS (Customer Relationship Summary).
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
