Timothy N. Donahue

VANGUARD ADVISERS

Malvern, PA 19355

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CRD#: 2912368

Professional summary

Timothy Nolan Donahue, who also goes by Tim Donahue, Timothy Donahue, is a registered financial advisor currently at VANGUARD ADVISERS, INC. located in Malvern, Pennsylvania and VANGUARD MARKETING CORPORATION located in Malvern, Pennsylvania.

Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Timothy has worked at 9 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 52, Series 27, Series 24 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tim Donahue | Timothy Donahue

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.

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: FINRA ARBITRATOR INVESTMENT RELATED - YES ADDRESS: Washington, DC NATURE OF ACTIVITY: DISPUTE RESOLUTION POSITION HELD: AGENT START DT: 5/1/2016 APPROX HRS PER MTH: 10 APPROX TRADING HRS PER MTH: 10 DESCRIPTION OF DUTIES: FINRA ARBITRATOR, HEARS ALL SIDES OF ARBITRATION DISPUTES, STUDY THE EVIDENCE AND RENDER A FINAL AND BINDING DECISION. NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT RELATED ADDRESS (City/State): INDIAN ROCKS BEACH, FL NATURE OF BUSINESS: RENTAL PROPERTY POSITION: OWNER START DATE: 06/2023 APPROX. HOURS PER MONTH: 4 HOURS DEVOTED DURING TRADING HOURS: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Nolan Donahue'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

January 7, 2022 - Present

VANGUARD ADVISERS, INC.

Office #1: 100 Vanguard Blvd, Malvern, PA 19355

RIA

CRD#: 106715

Malvern, PA

Current

January 7, 2022 - Present

VANGUARD MARKETING CORPORATION

Office #1: 100 Vanguard Blvd, Malvern, PA 19355

CRD#: 7452

Malvern, PA

Past

February 12, 2013 - March 19, 2021

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

HORSHAM, PA

Past

February 7, 2013 - March 19, 2021

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

HORSHAM, PA

Past

May 14, 2009 - January 18, 2013

BOENNING & SCATTERGOOD, INC.

RIA

CRD#: 100

WEST CONSHOHOCKEN, PA

Past

May 14, 2009 - January 18, 2013

BOENNING & SCATTERGOOD, INC.

CRD#: 100

WEST CONSHOHOCKEN, PA

Past

November 26, 2008 - May 8, 2009

BCG SECURITIES, INC.

CRD#: 70

CHERRY HILL, NJ

Past

November 9, 2007 - November 19, 2008

W.R. HAMBRECHT + CO., LLC

RIA

CRD#: 45040

BERWYN, PA

Past

November 15, 1999 - November 19, 2008

W.R. HAMBRECHT + CO., LLC

CRD#: 45040

BERWYN, PA

Past

April 14, 1999 - September 16, 1999

FIRST UNION BROKERAGE SERVICES, INC.

CRD#: 8112

CHARLOTTE, NC

Past

March 24, 1998 - March 12, 1999

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

July 25, 1997 - February 10, 1998

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

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".

VANGUARD ADVISERS, INC.

VANGUARD ADVISERS INC | VPAS VPFP VFS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS | VANGUARD ADVISERS, INC.

CRD#: 106715 / SEC#: 801-49601

RIA

Registered Investment Advisory firm - (7/28/1995 Approved)

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.

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

Georgia
(8/12/2024)

New Jersey
(10/19/2022)

IAR

New Jersey
(8/15/2024)

Pennsylvania
(1/7/2022)

IAR

Pennsylvania
(1/7/2022)

IAR

Texas
(1/10/2022)

Texas
(2/27/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/19/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/5/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/3/1997

General Securities Representative Examination

General Industry/Product Exam

Series 52

Date: 7/24/1997

Municipal Securities Representative Examination

Principal/Supervisory Exam

Series 27

Date: 8/12/2022

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 5/10/2002

General Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 5/18/2001

Registered Options Principal Examination

SRO Registrations

FINRA

Current Firm

VANGUARD ADVISERS, INC.

VANGUARD ADVISERS INC | VPAS VPFP VFS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS | VANGUARD ADVISERS, INC.

CRD#: 106715 / SEC#: 801-49601

RIA

Registered Investment Advisory firm - (7/28/1995 Approved)

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Contact information

Main Address

100 Vanguard Blvd, Malvern, PA 19355

Mailing Address

Phone number

(610) 669-1000

Established

Firm type

Fiscal year end

# of Employees

2,225

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STABLE VALUE (9/29/2025)

VANGUARD MANAGED ACCOUNT PROGRAM AND PERSONAL ONLINE ADVISOR (9/29/2025)

VANGUARD SITUATIONAL ADVISOR BROCHURE (9/29/2025)

VANGUARD STRATEGIC MODEL PORTFOLIOS (9/29/2025)

VANGUARD DIGITAL ADVISOR AND VANGUARD PERSONAL ADVISOR (9/29/2025)

VANGUARD PERSONAL ADVISOR SELECT (9/29/2025)

Regulatory assets under management

Total Number of Accounts	698,843
AUM (Assets Under Management)	$ 300,434,933,763

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/24/2025	Cover Page	Report
10/23/2024	Cover Page	Report
06/28/2023	Cover Page	Report

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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Advisor Monitoring

Firm Stability Insights

Timothy N. Donahue

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Nolan Donahue's CRS (Customer Relationship Summary).

Certified licenses

Experience

VANGUARD MARKETING CORPORATION

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

BOENNING & SCATTERGOOD, INC.

BOENNING & SCATTERGOOD, INC.

BCG SECURITIES, INC.

W.R. HAMBRECHT + CO., LLC

W.R. HAMBRECHT + CO., LLC

FIRST UNION BROKERAGE SERVICES, INC.

MORGAN STANLEY DW INC.

AMERIPRISE ADVISOR SERVICES, INC.

Primary Firm SEC Registration

VANGUARD ADVISERS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/19/2007

Series 63

Date: 8/5/1997

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 11/3/1997

Series 52

Date: 7/24/1997

Series 27

Date: 8/12/2022

Series 24

Date: 5/10/2002

Series 4

Date: 5/18/2001

FINRA

Current Firm

VANGUARD ADVISERS, INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VANGUARD ADVISERS, INC.

TRUST BUT VERIFY

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