Robert Y. Donnell

SOUTHBRIDGE ADVISORS

Marieta, GA 30068

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CRD#: 4497748

Professional summary

Robert Y. Donnell, CFP®, who also goes by Robert Y Donnell, is a registered financial advisor currently at SOUTHBRIDGE ADVISORS, LLC located in Marieta, Georgia.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Robert has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Y Donnell

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.

1)MCMILLIAN & ASSOCIATES;NOT INVESTMENT RELATED;206 VILLAGE DR,LAGRANGE,GA 30240;STATE AND FEDERAL TAX CREDITS;REFERRAL ARRANGEMENT;10/1/2013;1 HR/MONTH;0 HRS DURING TRADING;REFER POTENTIAL CLIENTS/BUSINESS TO MCMILLIAN FOR ELIGIBLE TAX CREDITS 2)Teton Capital Advisors;not investment related;4045 Orchard Rd,Ste 200,Smyrna,GA 30080;expenses for business;partner;9/2011;1 hr/month;0 hrs during trading;track business expenses

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Y. Donnell'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: 2001

Experience

Current

December 13, 2019 - Present

SOUTHBRIDGE ADVISORS, LLC

Office #1: 533 Johnson Ferry Road Suite 200, Marieta, GA 30068

RIA

CRD#: 306075

Marieta, GA

Past

September 17, 2013 - March 26, 2020

SOUTHBRIDGE

RIA

CRD#: 119040

MARRIETTA, GA

Past

November 7, 2011 - February 6, 2013

SOUTHBRIDGE

RIA

CRD#: 119040

SMYRNA, GA

Past

September 9, 2011 - April 5, 2018

TRIAD ADVISORS LLC

CRD#: 25803

SMYRNA, GA

Past

March 30, 2004 - September 13, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

ATLANTA, GA

Past

February 13, 2002 - September 13, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

ATLANTA, GA

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".

SOUTHBRIDGE ADVISORS, LLC

SNIDERMAN WEALTH MANAGEMENT LLC | SOUTHBRIDGE ADVISORS, LLC

CRD#: 306075 / SEC#: 801-117769

RIA

Registered Investment Advisory firm - (12/12/2019 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.

Highlighted states indicate IAR registrations

IAR

Georgia
(12/13/2019)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/1/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/5/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/12/2002

General Securities Representative Examination

Current Firm

SOUTHBRIDGE ADVISORS, LLC

SNIDERMAN WEALTH MANAGEMENT LLC | SOUTHBRIDGE ADVISORS, LLC

CRD#: 306075 / SEC#: 801-117769

RIA

Registered Investment Advisory firm - (12/12/2019 Approved)

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Contact information

Main Address

533 Johnson Ferry Road Suite 200, Marieta, GA 30068

Mailing Address

Phone number

(866) 797-8693

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 - WRAP FEE BROCHURE (3/30/2025)

FORM ADV PART 2A - FIRM BROCHURE (3/30/2025)

Regulatory assets under management

Total Number of Accounts	610
AUM (Assets Under Management)	$ 349,736,637

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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Firm Stability Insights

Robert Y. Donnell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Y. Donnell's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOUTHBRIDGE

SOUTHBRIDGE

TRIAD ADVISORS LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

SOUTHBRIDGE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/1/2002

SIE

Date: 4/5/2018

Series 7

Date: 2/12/2002

Current Firm

SOUTHBRIDGE ADVISORS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SOUTHBRIDGE ADVISORS, LLC

TRUST BUT VERIFY

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