Theresa V. Donatelli

PRINCIPLE WEALTH

MADISON, CT 06443

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CRD#: 2358876

Professional summary

Theresa Vivian Donatelli is a registered financial advisor currently at PRINCIPLE WEALTH located in Madison, Connecticut.

Theresa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Theresa has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1.) INSURANCE LICENSED; SAME LOCATION 2.) 06/09/2014 - Benjamin1027 LLC - INV REL - 1180 Boston Post Road, Old Saybrook, CT 06475 - Business Entity For Tax/Investment Purposes Only - 10 HOURS PER MONTH - START 08/07/2013 - ONLY FOR DEPOSIT ANSTAX REPORTING PURPOSE 3.) 8/4/2020 - Integrity Partners LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 05/30/2014 - 20 Hours Per Month During Securities Trading. 4.)St. Vincent de Paul Place; INVESTMENT RELATED: NO; LOCATION: NORWICH, CT; TITLE: VICE PRESIDENT OF BOARD AND VOLUNTEER; TIME SPENT: 5-10HRS/MO

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theresa Vivian Donatelli's CRS (Customer Relationship Summary).

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®

None

Experience

Current

December 8, 2020 - Present

PRINCIPLE WEALTH

Office #1: 670 Boston Post Road, Madison, CT 06443

RIA

CRD#: 290180

MADISON, CT

Past

June 9, 2014 - January 8, 2021

NORTHSTAR WEALTH PARTNERS LLC

RIA

CRD#: 169409

Old Saybrook, CT

Past

August 7, 2013 - September 8, 2016

LPL FINANCIAL LLC

RIA

CRD#: 6413

OLD SAYBROOK, CT

Past

August 7, 2013 - January 11, 2021

LPL FINANCIAL LLC

CRD#: 6413

OLD SAYBROOK, CT

Past

November 18, 2003 - August 16, 2013

ESSEX FINANCIAL SERVICES, INC.

RIA

CRD#: 127549

ESSEX, CT

Past

November 18, 2003 - August 16, 2013

ESSEX FINANCIAL SERVICES, INC.

CRD#: 127549

ESSEX, CT

Past

February 4, 1999 - November 19, 2003

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

ESSEX, CT

Past

October 10, 1994 - November 19, 2003

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

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".

PRINCIPLE WEALTH

PRINCIPLE WEALTH | PRINCIPLE WEALTH PARTNERS LLC

CRD#: 290180 / SEC#: 801-111911

RIA

Registered Investment Advisory firm - (10/20/2017 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.

Highlighted states indicate IAR registrations

IAR

Connecticut
(12/8/2020)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/18/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/17/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/7/1994

General Securities Representative Examination

Current Firm

PRINCIPLE WEALTH

PRINCIPLE WEALTH | PRINCIPLE WEALTH PARTNERS LLC

CRD#: 290180 / SEC#: 801-111911

RIA

Registered Investment Advisory firm - (10/20/2017 Approved)

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Contact information

Main Address

670 Boston Post Road, Madison, CT 06443

Mailing Address

Po Box 1007, Madison, CT 06443

Phone number

(203) 318-8892

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE (4/21/2025)

Regulatory assets under management

Total Number of Accounts	3,732
AUM (Assets Under Management)	$ 2,658,955,480

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/26/2025	Cover Page	Report
11/13/2024	Cover Page	Report
05/09/2023	Cover Page	Report

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.

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Theresa V. Donatelli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theresa Vivian Donatelli's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHSTAR WEALTH PARTNERS LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

ESSEX FINANCIAL SERVICES, INC.

ESSEX FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

PRINCIPLE WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 1/18/1999

Series 63

Date: 7/17/1995

SIE

Date: 10/1/2018

Series 7

Date: 10/7/1994

Current Firm

PRINCIPLE WEALTH

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PRINCIPLE WEALTH

TRUST BUT VERIFY

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