Michael Patrick Donlon
Professional Summary
Michael Patrick Donlon is a registered financial advisor currently at CHICKASAW SECURITIES, LLC located in Memphis, Tennessee. Michael is registered as a RR (Registered Representative) and started their career in finance in 1994. Michael has worked at 4 firms and has passed the Series 63, SIE, Series 7, Series 3 and Series 55 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Years of Experience
32 years in the financial services industry
Current & Past Employments
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Current Firm
CHICKASAW SECURITIES, LLC
Contact Information
Main Address
6075 Poplar Avenue, Suite 720, Memphis, TN 38119Mailing Address
6075 Poplar Avenue, Suite 720, Memphis, TN 38119Phone Number
(901) 537-1866Established
Delaware since 09/08/2003Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CHICKASAW CAPITAL MANAGEMENT, LLC | MEMBER | — |
| GAMMILL, JEFFREY LEE | CHIEF COMPLIANCE OFFICER | — |
| MAVAR, GEOFFREY PAUL | SECRETARY, REGISTERED PRINCIPAL | 2102387 |
| MEAD, MATTHEW GREGORY | PRES., CHIEF MANAGER, ROSFP, MUNI PRINCIPAL, REG. PRINC. | 2285614 |
| THREADGILL, WILLIAM J | PRIN FINANCIAL OFF, PRIN OPS OFF, FINOP | 6665904 |
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(8/10/2016)
(8/10/2016)
(8/10/2016)
(8/10/2016)
(8/10/2016)
(8/10/2016)
(1/3/2023)
(8/10/2016)
(8/10/2016)
(8/10/2016)
(8/10/2016)
(8/10/2016)
(1/3/2023)
(8/10/2016)
(8/10/2016)
(1/17/2017)
(8/10/2016)
(8/10/2016)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Jul 1999SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Michael Patrick Donlon's CRS (Customer Relationship Summary).
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