ED

Edward Patrick Donnellan

IAR
RR
edward p donnellan jr.,edward p donnellan
Name or #CRD
Location
Firm name
Credentials
Advisor type
Disclosures
OVERVIEW

Edward Patrick Donnellan, who also goes by Edward P Donnellan Jr., Edward P Donnellan, is a registered financial advisor at LATITUDE ADVISORS, LLC located in Astoria, New York and GWN SECURITIES INC. located in Astoria, New York.

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

Disclosures
Before working with a financial advisor, it is imperative to see whether or not they have any disclosures and if they do, whether or not you are comfortable with the disclosures that are on their record.
Disclosures in the financial services industry fall under the following categories: criminal or civil penalties, customer disputes, fines, regulatory actions, financial, civil bonds, liens, separations with employers or judgments.
Please watch the video below to get a better understanding of what disclosures are and what they look like, then click the button underneath that to get immediate access to see whether or not this financial advisor has any disclosures.

Advisor Information

ADVISOR PROFILE
Other Business
1. 10/1999 TO PRESENT - TAX SHOPPE, 28-41 STEINWAY STREET, ASTORIA, NY 11103;TITLE-CPA/OFFICER;DUTIES-TAX PREPARATION AND ACCOUNTING;TIME SPENT 80%; COMPENSATED BY SALARY + FEES. 2. EDWARD P. DONNELLAN, 28-41 STEINWAY STREET, ASTORIA, NY 1110; TITLE-AGENT; DUTIES MORTGAGE CONSULTANT; TIME SPENT-2%. 3. 01/2010 TO PRESENT - LATITUDE ADVISORS, LLC - 28-41 STEINWAY STREET, ASTORIA, NY 11103; TITLE:IA REPRESENTATIVE - FEE BASED ASSET MANAGEMENT; TIME SPENT 5%; COMPENSATED VIA FEES EARNED BAND JAM IT, LLC POSITION: MEMBER NATURE: SOCIAL NETWORK WEBSITE THAT GIVES AMATEUR MUSICIANS A PLATFORM TO SHOWCASE THEIR TALLENTS THROUGH VIDEOS. INVESTMENT RELATED: NO NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2011 ADDRESS: 5 MANDER LANE, EAST NORTHPORT NY 11731 DESCRIPTION: MANAGE THE WEBSITE. LINK MUSICIANS INC. POSITION: President NATURE: Social Network website that gives musicians a platform to showcase their talents through videos. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2018 ADDRESS: 5 MANDER LANE, E NORTHPORT NY 11731, United States DESCRIPTION: Manage the website.
Run a background check on this advisor normally 100 dollars for free
CREDENTIALS
CREDENTIALS (0)
STATE SECURITY LAW EXAM ()
GENERAL INDUSTRY/PRODUCTS EXAM ()
PRINCIPAL/SUPERVISORY EXAM ()
STATE REGISTRATIONS (2)
Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming
RR
New York (1/6/2010)
IAR
New York (8/19/2021)
SRO REGISTRATIONS (1)
RR
FINRA APPROVED

Firm Information

Some financial advisors may work at more than one firm. Click the employer below (current or previous) to view their data
CURRENT EMPLOYERS
RIA
LATITUDE ADVISORS, LLC (#151001)
28-41 Steinway Street, Astoria, NY, 11103
8/19/2021 - Current
BD
GWN SECURITIES INC. (#128929)
28-41 Steinway Street, Astoria, NY, 11103
1/6/2010 - Current
PREVIOUS EMPLOYERS (5)
BD
MEDALLION INVESTMENT SERVICES, INC. (#45314)
1/23/2006 - 12/31/2009
Astoria, NY
BD
LONG ISLAND FINANCIAL GROUP, INC. (#31148)
10/15/2004 - 10/6/2005
Roslyn, NY
BD
CETERA FINANCIAL SPECIALISTS LLC (#10358)
6/30/2004 - 9/2/2004
Schaumburg, IL
BD
HOCHMAN & BAKER SECURITIES, INC. (#19949)
6/11/2003 - 6/30/2004
Stamford, CT
BD
SENTRA SECURITIES CORPORATION (#10249)
7/25/2000 - 1/28/2003
Phoenix, AZ
ED
Claim Profile

Edward Patrick Donnellan

IAR
RR
Experience: 23 years / 7 firms
CRD#: 4218695


LOCATION
The lack of due diligence on a financial advisor costs Americans billions each year. While most of our public information could help you choose the right advisor, taking a deeper dive into disclosures is going to shed a deeper light on whether or not you feel comfortable moving forward with a particular financial advisor.
Disclosures range from criminal or civil penalties, customer disputes, fines, regulatory actions, financial, civil bonds, liens, separations with employers or judgments. Access disclosures with a free AdvisorCheck membership.
Want to compare, monitor or see disclosures (and more) about this financial advisor?
Not sure you want to work with Edward and thinking of a few other financial advisors to potentially work with as well?
Compare Edward and up to two other advisors side-by-side, just like how you would pull a Carfax report. 
Planning to create a potentially life-long relationship with Edward?
AdvisorCheck membership to save this advisor and as many others as you would like to your dashboard.
Our advisor profiles are constantly updated with new regulatory information, essential comparison, critical data, graphs, charts, and more to continually improve the consumer and investor experience when working with a financial services professional.

As Featured in

As featured in Usnews
As featured in USA Today
Los Angeles Times logo
inc logo
As featured in Financial Planning
As featured in InvestmentNews
As featured in Financial Advisor Magazine
inc logo
Citywire logo
BuiltinLA logo
PlanAdviser logo
Los Angeles Business Journal logo
As featured in Usnews
As featured in USA Today
Los Angeles Times logo
inc logo
As featured in Financial Planning
As featured in InvestmentNews
As featured in Financial Advisor Magazine
inc logo
Citywire logo
BuiltinLA logo
PlanAdviser logo
Los Angeles Business Journal logo

© 2023 AdvisorCheck an AIMR Analytics company.  All Rights Reserved