Matthew T. Donaghue
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Thomas Donaghue's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2022
Experience
January 4, 2023 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 601 Nw Loop 410 Suite 210, San Antonio, TX 78216January 4, 2023 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 601 Nw Loop 410 Suite 210, San Antonio, TX 78216June 20, 2019 - January 17, 2023
CETERA INVESTMENT SERVICES LLC
June 19, 2019 - January 17, 2023
CETERA INVESTMENT ADVISERS LLC
November 5, 2015 - June 24, 2019
FORESTERS ADVISORY SERVICES, LLC
November 5, 2015 - June 24, 2019
FORESTERS FINANCIAL SERVICES, INC.
September 22, 2014 - September 1, 2015
PRUCO SECURITIES, LLC.
January 30, 2014 - September 3, 2014
FORESTERS ADVISORY SERVICES, LLC
October 4, 2012 - September 3, 2014
FORESTERS FINANCIAL SERVICES, INC.
August 25, 2006 - October 3, 2012
FORESTERS EQUITY SERVICES, INC.
June 24, 2005 - July 24, 2006
ALLIANZ LIFE FINANCIAL SERVICES, LLC
September 8, 2000 - August 27, 2001
IDS LIFE INSURANCE COMPANY
Primary Firm SEC Registration
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330 / SEC#: 801-56126
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/4/2024)
(1/4/2023)
(4/4/2024)
(1/4/2023)
(1/24/2023)
(1/4/2023)
(1/4/2023)
(3/3/2023)
(3/4/2025)
(1/4/2023)
(1/4/2023)
(1/12/2023)
(8/4/2023)
(1/4/2023)
(3/6/2023)
Exams
FINRA
Current Firm
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330 / SEC#: 801-56126
Contact information
SEC notice filing (53 States and Territories)
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 |
|---|---|---|
| 12/01/2025 | ||
| 12/23/2024 | ||
| 10/20/2023 |
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.
