DD
David W. Donahue
EAGLECLAW CAPITAL MANAGEMENT LLC
BOSTON, MA 02109
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CRD#: 1787234
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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 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
David Warren Donahue Jr
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.
EAGELCLAW CAPITAL MGT, PARTNER. INVESTMENT ADVISORY BANK OF AMERICA PROVIDENCE, ASSIST CLIENTs W/ ASSETS TRUSTEED, CUSTODIED & MANAGED AT BOFA. 2-3 HRS/MONTH. Co-Trustee - Theodore Edson Parker Foundation Manager of Donahue Family Realty, LLC - no Compensation, 1 HR/Month. Trustee for Eagleclaw clients - no compensation.
CRS (Client Relationship Summary) - RIA
Click below to view David Warren Donahue JR.'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®
NoneExperience
Current
March 3, 2005 - Present
EAGLECLAW CAPITAL MANAGEMENT LLC
Office #1: 111 Devonshire Street, Boston, MA 02109RIA
CRD#: 134045
BOSTON, MA
Current
February 11, 2005 - Present
MOORS & CABOT, INC.
Office #1: One Federal Street 19th Floor, Boston, MA 02110RIA
BD
CRD#: 594
BOSTON, MA
Past
November 4, 2003 - February 25, 2005
RBC CAPITAL MARKETS, LLC
RIA
CRD#: 31194
BOSTON, MA
Past
March 9, 2002 - February 25, 2005
RBC CAPITAL MARKETS, LLC
BD
CRD#: 31194
NEW YORK, NY
Past
March 30, 1994 - March 9, 2002
TUCKER ANTHONY INCORPORATED
BD
CRD#: 837
BOSTON, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EC
EAGLECLAW CAPITAL MANAGEMENT LLC
DONAHUE AND MOORS | EAGLECLAW CAPITAL MANAGEMENT LLC
CRD#: 134045 / SEC#: 801-63954
RIA
Registered Investment Advisory firm - (3/3/2005 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(3/23/2016)
RR
Arizona(11/29/2006)
RR
California(2/11/2005)
RR
Colorado(12/17/2024)
RR
Connecticut(2/11/2005)
RR
District of Columbia(2/11/2005)
RR
Florida(2/11/2005)
RR
Georgia(1/31/2020)
RR
Idaho(5/18/2009)
RR
Illinois(2/11/2005)
RR
Kansas(6/18/2019)
RR
Kentucky(2/11/2005)
RR
Louisiana(3/9/2005)
RR
Maine(2/11/2005)
RR
Maryland(2/11/2005)
RR
Massachusetts(2/11/2005)
IAR
Massachusetts(3/3/2005)
RR
Michigan(2/11/2005)
RR
New Hampshire(2/11/2005)
RR
New Jersey(2/11/2005)
RR
New Mexico(7/16/2014)
RR
New York(2/11/2005)
RR
North Carolina(2/11/2005)
RR
Ohio(2/14/2005)
RR
Oregon(2/11/2005)
RR
Pennsylvania(2/11/2005)
RR
Rhode Island(2/11/2005)
RR
South Carolina(4/5/2023)
RR
Texas(2/11/2005)
RR
Vermont(2/11/2005)
RR
Virginia(2/11/2005)
RR
Washington(2/11/2005)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange
Current Firm
EC
EAGLECLAW CAPITAL MANAGEMENT LLC
DONAHUE AND MOORS | EAGLECLAW CAPITAL MANAGEMENT LLC
CRD#: 134045 / SEC#: 801-63954
RIA
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Contact information
Main Address
One Federal Street 19th Floor, Boston, MA 02110-2003
Mailing Address
Phone number
(617) 314-0213
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 313 |
| AUM (Assets Under Management) | $ 803,279,126 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/23/2025 | ||
| 12/04/2023 | ||
| 01/12/2023 |
Red Flags
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Company Information
EAGLECLAW CAPITAL MANAGEMENT LLC
CRD#: 134045Boston, MA 02109TRUST BUT VERIFY
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Contact information
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