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FD

Francis C. Donnelly

GALLAGHER
SECAUCUS, NJ 07096
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CRD#: 4646145
FD

Professional summary


Francis C. Donnelly is a registered financial advisor currently at GALLAGHER located in Secaucus, New Jersey.

Francis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Francis has worked at 1 firm .

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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

August 11, 2003 - Present

GALLAGHER

Office #1: 500 Plaza Drive, Secaucus, NJ 07096
CRD#: 108695
SECAUCUS, NJ

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
Texas
(8/11/2003)

Exams


Current Firm


GA
GALLAGHER
BUCK | MELLON CONSULTANTS, LLC | MELLON CONSULTANTS, INC. | GALLAGHER | CONDUENT HUMAN RESOURCE SERVICES | CONDUENT HR SERVICES | CONDUENT HR CONSULTING, LLC | BUCK KWASHA INVESTMENT CONSULTANTS | BUCK GLOBAL, LLC | BUCK GLOBAL INVESTMENT ADVISORS | BUCK CONSULTANTS, LLC | BUCK CONSULTANTS INC | BUCK CONSULTANTS

CRD#: 108695 / SEC#: 801-56107

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Contact information


Main Address
420 Lexington Avenue Suite 2220, New York, NY 10170-2220
Mailing Address
Phone number
(212) 330-1000
Established
Firm type
Fiscal year end
# of Employees
625

Documents


Latest Form ADV

Part 2 Brochures

BUCK ADV P2A (3/17/2025)

Regulatory assets under management


Total Number of Accounts69
AUM (Assets Under Management)$ 47,609,881,149

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.

Company Information


GALLAGHER

CRD#: 108695Secaucus, NJ 07096

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