Patrick M. Donnelly
Professional summary
Patrick Michael Donnelly, who also goes by Pat Donnelly, Patrick Donnelly, is a registered financial professional currently at STONEX FINANCIAL INC. located in Winter Park, Florida.
Patrick is registered as a RR (Registered Representative) and started their career in finance in 1996. Patrick has worked at 10 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Patrick Michael Donnelly's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 1, 2026 - Present
STONEX FINANCIAL INC.
Office #1: 329 Park Avenue North Suite 350, Winter Park, FL 32789June 29, 2023 - September 1, 2026
THE BENCHMARK COMPANY, LLC
November 9, 2018 - May 25, 2023
LOOP CAPITAL MARKETS LLC
June 19, 2018 - November 5, 2018
MORGAN STANLEY
May 18, 2018 - November 5, 2018
MORGAN STANLEY
July 14, 2017 - May 16, 2018
IFS SECURITIES
April 6, 2016 - July 5, 2017
B. RILEY WEALTH MANAGEMENT
April 20, 2015 - January 15, 2016
CRT CAPITAL GROUP LLC
April 21, 2003 - April 20, 2015
STERNE, AGEE & LEACH, INC.
March 25, 1998 - April 17, 2003
CAPITAL ONE SECURITIES, INC.
February 29, 1996 - January 27, 1997
HARGER AND COMPANY, INC.
February 28, 1996 - January 27, 1997
HARGER AND COMPANY, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/1/2026)
(9/2/2026)
(9/1/2026)
(9/1/2026)
(9/1/2026)
(9/1/2026)
(9/1/2026)
Exams
FINRA
Nasdaq Stock Market
Current Firm
STONEX FINANCIAL INC.
CRD#: 45993 / SEC#: , 8-51269
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| STONEX GROUP INC. | OWNER | |
| BOLTE, DAVID ALBERT | SECRETARY | 2711410 |
| DAVISON, STUART ANDREW | DIRECTOR; CHIEF OPERATING OFFICER | 7824576 |
| DICIOLLO, ANTHONY JOSEPH | PRESIDENT/DIRECTOR/CEO SECURITIES | 4976402 |
| DUNAWAY, WILLIAM JOHN | DIRECTOR, CHIEF FINANCIAL OFFICER | 6505923 |
| LYON, CHARLES MARTIN | DIRECTOR, CHAIRMAN OF THE BOARD, CHIEF EXECUTIVE OFFICER | 4000852 |
| MAURER, MARK L | DIRECTOR, CHIEF RISK OFFICER | 4234406 |
| PORZIO, JOSEPH JOHN | FINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER | 1319702 |
| SMITH, PHILIP ANDREW | DIRECTOR | 4999097 |
| SZEKELY, GIGI KLARA | CHIEF COMPLIANCE OFFICER - BD DIVISION | 2530826 |
Disclosures
| Regulatory Event | 76 |
Red Flags
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