Matthew T. Donaghue

KESTRA ADVISORY SERVICES

San Antonio, TX 78216

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CRD#: 4162725

Professional summary

Matthew Thomas Donaghue, CFP®, who also goes by Matthew Thomas Donaghue Mr, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in San Antonio, Texas and KESTRA INVESTMENT SERVICES, LLC located in San Antonio, Texas.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Matthew has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Thomas Donaghue Mr

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.

Name: MISSION INSURANCE PLANNERS, LLC DBA AS THE VALERO INSURANCE AGENCY (THE VIA) POSITION: I am a managing member and agent. NATURE: Tax/Accounting/CPA INVESTMENT RELATED: Yes, # OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 01/02/2023 ADDRESS: 601 NW Loop 410, Suite 210A, San Antonio TX 78216, United States DESCRIPTION: As a managing member I am responsible for administering the agency. As an agent I sell fixed life, health, disability, long-term care and annuity products through the agency. Name: INSTRUCTOR OF CLTC POSITION: Instructor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2025 ADDRESS: 23214 Bison Canyon, Sn Antonio TX 78261, United States DESCRIPTION: As an instructor of CLTC, my role is to deliver one or all of the CLTC training courses. Master Class (CE-accredited 16-hour Master Class leads to the CLTC certification); Foundations (4-hour foundations course designed for financial advisors, wealth advisors, estate planners, CPAs and other financial professionals not seeking to be an LTC planning specialist); Product Insider (one-day class offers advisors an impartial and thorough overview of all the LTC insurance products available in the marketplace)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Thomas Donaghue'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®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

January 4, 2023 - Present

KESTRA ADVISORY SERVICES, LLC

Office #1: 601 Nw Loop 410 Suite 210, San Antonio, TX 78216

RIA

CRD#: 283330

San Antonio, TX

Current

January 4, 2023 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 601 Nw Loop 410 Suite 210, San Antonio, TX 78216

CRD#: 42046

San Antonio, TX

Past

June 20, 2019 - January 17, 2023

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

SAN ANTONIO, TX

Past

June 19, 2019 - January 17, 2023

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

SAN ANTONIO, TX

Past

November 5, 2015 - June 24, 2019

FORESTERS ADVISORY SERVICES, LLC

RIA

CRD#: 164663

San Antonio, TX

Past

November 5, 2015 - June 24, 2019

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

SAN ANTONIO, TX

Past

September 22, 2014 - September 1, 2015

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

January 30, 2014 - September 3, 2014

FORESTERS ADVISORY SERVICES, LLC

RIA

CRD#: 164663

EDISON, NJ

Past

October 4, 2012 - September 3, 2014

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

EDISON, NJ

Past

August 25, 2006 - October 3, 2012

FORESTERS EQUITY SERVICES, INC.

CRD#: 18464

SAN DIEGO, CA

Past

June 24, 2005 - July 24, 2006

ALLIANZ LIFE FINANCIAL SERVICES, LLC

CRD#: 612

GOLDEN VALLEY, MN

Past

September 8, 2000 - August 27, 2001

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

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".

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - (12/31/1998 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

Arizona
(4/4/2024)

California
(1/4/2023)

Colorado
(4/4/2024)

Florida
(1/4/2023)

Indiana
(1/24/2023)

Michigan
(1/4/2023)

Minnesota
(1/4/2023)

Nevada
(3/3/2023)

South Carolina
(3/4/2025)

Texas
(1/4/2023)

IAR

Texas
(1/4/2023)

Utah
(1/12/2023)

Vermont
(8/4/2023)

Virginia
(1/4/2023)

Wisconsin
(3/6/2023)

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 66

Date: 1/12/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/25/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/27/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/23/2005

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/22/2012

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - (12/31/1998 Approved)

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Contact information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Mailing Address

Phone number

(844) 553-7872

Established

Firm type

Fiscal year end

# of Employees

1,299

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (10/21/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (10/21/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (10/21/2025)

Regulatory assets under management

Total Number of Accounts	155,482
AUM (Assets Under Management)	$ 60,174,309,829

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/23/2024	Cover Page	Report
10/20/2023	Cover Page	Report
12/21/2022	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

Matthew T. Donaghue

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Thomas Donaghue's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

CETERA INVESTMENT SERVICES LLC

CETERA INVESTMENT ADVISERS LLC

FORESTERS ADVISORY SERVICES, LLC

FORESTERS FINANCIAL SERVICES, INC.

PRUCO SECURITIES, LLC.

FORESTERS ADVISORY SERVICES, LLC

FORESTERS FINANCIAL SERVICES, INC.

FORESTERS EQUITY SERVICES, INC.

ALLIANZ LIFE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

Primary Firm SEC Registration

KESTRA ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/12/2014

Series 63

Date: 7/25/2005

SIE

Date: 10/1/2018

Series 7

Date: 10/27/2011

Series 6

Date: 6/23/2005

Series 24

Date: 3/22/2012

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

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

KESTRA ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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