Anne F. Donahue
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Anne Fitzpatrick Donahue, CFP®, who also goes by Anne M. Fitzpatrick, Anne Marie Fitzpatrick, was a registered financial professional .
Anne is a previously registered financial professional and started their career in finance in 1997. Anne had worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 27, 2021 - April 19, 2022
PEOPLE'S UNITED ADVISORS, INC.
September 27, 2021 - April 19, 2022
PEOPLE'S SECURITIES, INC.
March 19, 2013 - June 29, 2020
U.S. BANCORP INVESTMENTS, INC.
November 19, 2012 - June 29, 2020
U.S. BANCORP INVESTMENTS, INC.
March 9, 2011 - May 31, 2011
U.S. BANCORP INVESTMENTS, INC.
November 18, 2008 - January 16, 2009
BNY MELLON SECURITIES CORPORATION
March 1, 2001 - September 5, 2007
BNY INVESTMENT CENTER INC.
April 17, 1997 - January 6, 1998
CITICORP INVESTMENT SERVICES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
PEOPLE'S UNITED ADVISORS, INC.
CRD#: 292454 / SEC#: 801-112648
Contact information
Regulatory assets under management
| Total Number of Accounts | 2,076 |
| AUM (Assets Under Management) | $ 845,211,011 |
Red Flags
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