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PD

Patrick M. Donnelly

THE BENCHMARK COMPANY
New York, NY 10155
Some features on this profile are disabled
CRD#: 2702080
PD

Professional summary

Patrick Michael Donnelly, who also goes by Pat Donnelly, Patrick Donnelly, is a registered financial professional currently at THE BENCHMARK COMPANY, LLC located in New York, New York.

Patrick is registered as a RR (Registered Representative) and started their career in finance in 1996. Patrick has worked at 9 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Pat Donnelly | Patrick Donnelly

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Patrick Michael Donnelly'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

June 29, 2023 - Present

THE BENCHMARK COMPANY, LLC

Office #1: 150 E 58th Street 17th Floor, New York, NY 10155
BD
CRD#: 22982
New York, NY
Past

November 9, 2018 - May 25, 2023

LOOP CAPITAL MARKETS LLC

BD
CRD#: 43098
CHICAGO, IL
Past

June 19, 2018 - November 5, 2018

MORGAN STANLEY

RIA
CRD#: 149777
NEW ORLEANS, LA
Past

May 18, 2018 - November 5, 2018

MORGAN STANLEY

BD
CRD#: 149777
NEW ORLEANS, LA
Past

July 14, 2017 - May 16, 2018

IFS SECURITIES

BD
CRD#: 40375
ATLANTA, GA
Past

April 6, 2016 - July 5, 2017

B. RILEY WEALTH MANAGEMENT

BD
CRD#: 2543
MEMPHIS, TN
Past

April 20, 2015 - January 15, 2016

CRT CAPITAL GROUP LLC

BD
CRD#: 28830
New Orleans, LA
Past

April 21, 2003 - April 20, 2015

STERNE, AGEE & LEACH, INC.

BD
CRD#: 791
NEW ORLEANS, LA
Past

March 25, 1998 - April 17, 2003

CAPITAL ONE SECURITIES, INC.

BD
CRD#: 44158
NEW ORLEANS, LA
Past

February 29, 1996 - January 27, 1997

HARGER AND COMPANY, INC.

BD
CRD#: 10385
Past

February 28, 1996 - January 27, 1997

HARGER AND COMPANY, INC.

BD
CRD#: 10385
BATON ROUGE, LA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Alabama
(1/26/2024)
RR
Florida
(2/20/2025)
RR
Illinois
(2/20/2025)
RR
Louisiana
(6/29/2023)
RR
New Jersey
(2/20/2025)
RR
New York
(8/10/2023)
RR
Texas
(2/20/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/19/2018
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/6/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/28/1996
General Securities Representative Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

TB
THE BENCHMARK COMPANY, LLC
BENCHMARK-PELLINORE GROUP, INC. | THE BENCHMARK COMPANY, LLC | THE BENCHMARK COMPANY, INC. | PELLINORE SECURITIES CORP.

CRD#: 22982 / SEC#: , 8-40081

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
150 E 58th Street 17th Floor, New York, NY 10155
Mailing Address
150 E 58th Street 17th Floor, New York, NY 10155
Phone number
(212) 312-6700
Established
Delaware since 02/21/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
STONEX GROUP INC.OWNER
HASSON, KIM-MARIECCO/AML COMPLIANCE OFFICER4021977
MESSINA, RICHARDPRESIDENT1361661
SCHIRRIPA, THOMAS NCFO/FINOP/PFO/POO2231180

Disclosures

Regulatory Event17
Arbitration1

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.

Company Information

THE BENCHMARK COMPANY, LLC

CRD#: 22982New York, NY 10155

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