William J. Donohue

FIT WEALTH MANAGEMENT

CENTENNIAL, CO 80111

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CRD#: 2404970

Professional summary

William Joseph Donohue, CFP®, who also goes by Bill Donohue, Billy Donohue, is a registered financial advisor currently at FIT WEALTH MANAGEMENT located in Centennial, Colorado.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. William has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Donohue | Billy Donohue

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.

KALMUS VIEW INVESTORS, L.L.C.; DENVER CO: START DATE 12/16/2008: INVESTMENT RELATED - NO; MEMBER OF L.L.C. 0 HRS DEVOTED TO BUSINESS MONTHLY, 0 HRS DEVOTED TO BUSINESS DURING SEC TRADING HRS DAILY. 5/2008-PRESENT, RENTAL PROPERTY, HYANNIS, MA, RENTAL PROPERTY, HOME OWNER, 1 HOUR/MONTH, 0 HOURS/DAY DURING SECURITIES TRADING HOURS, NOT INVESTMENT RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Joseph Donohue'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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

August 18, 2021 - Present

FIT WEALTH MANAGEMENT

Office #1: 6341 S. Troy Circle Unit E, Centennial, CO 80111

RIA

CRD#: 281494

CENTENNIAL, CO

Past

April 26, 2004 - April 21, 2021

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

Past

April 26, 2004 - April 30, 2021

IVY DISTRIBUTORS, INC.

CRD#: 16496

OVERLAND PARK, KS

Past

May 28, 1996 - March 25, 2004

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

CRD#: 7834

NEW YORK, NY

Past

October 26, 1993 - September 23, 1994

DICKINSON & CO.

CRD#: 689

DES MOINES, IA

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".

FIT WEALTH MANAGEMENT

FIT ASSET MANAGEMENT, LLC | FIT WEALTH MANAGEMENT

CRD#: 281494 / SEC#: 801-130633

RIA

Registered Investment Advisory firm - (7/8/2024 Approved)

Colorado

Registered Investment Advisory firm - (8/31/2024 Terminated)

Massachusetts

Registered Investment Advisory firm - (8/30/2024 Terminated)

Texas

Registered Investment Advisory firm - (8/30/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Colorado
(8/18/2021)

IAR

Massachusetts
(8/31/2021)

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

Series 63

Date: 10/29/1993

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: 10/25/1993

General Securities Representative Examination

Current Firm

FIT WEALTH MANAGEMENT

FIT ASSET MANAGEMENT, LLC | FIT WEALTH MANAGEMENT

CRD#: 281494 / SEC#: 801-130633

RIA

Registered Investment Advisory firm - (7/8/2024 Approved)

Colorado

Registered Investment Advisory firm - (8/31/2024 Terminated)

Massachusetts

Registered Investment Advisory firm - (8/30/2024 Terminated)

Texas

Registered Investment Advisory firm - (8/30/2024 Terminated)

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Contact information

Main Address

6341 S. Troy Circle Unit E, Centennial, CO 80111

Mailing Address

Phone number

(303) 618-3587

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DONOHUE ADV PART 2B (3/24/2025)

ADV 2A INSTITUTIONAL 2B MILLER (3/24/2025)

ADV 2A WEALTH 2B MILLER 2B ANDERSON (3/24/2025)

Regulatory assets under management

Total Number of Accounts	564
AUM (Assets Under Management)	$ 122,039,399

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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Firm Stability Insights

William J. Donohue

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Joseph Donohue's CRS (Customer Relationship Summary).

Certified licenses

Experience

WADDELL & REED

IVY DISTRIBUTORS, INC.

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

DICKINSON & CO.

Primary Firm SEC Registration

FIT WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 10/29/1993

SIE

Date: 10/1/2018

Series 7

Date: 10/25/1993

Current Firm

FIT WEALTH MANAGEMENT

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIT WEALTH MANAGEMENT

TRUST BUT VERIFY

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