Brendan J. Donahue
Professional summary
Brendan Joseph Donahue is a registered financial advisor currently at SOVEREIGN FINANCIAL SERVICES located in Rocky Hill, Connecticut.
Brendan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Brendan has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brendan Joseph Donahue's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 30, 2014 - Present
SOVEREIGN FINANCIAL SERVICES
Office #1: 21 New Britain Avenue Suite 110, Rocky Hill, CT 06067January 3, 2011 - August 31, 2012
VOYA FINANCIAL ADVISORS, INC.
January 3, 2011 - August 31, 2012
VOYA FINANCIAL ADVISORS, INC.
September 8, 2010 - January 3, 2011
VOYA FINANCIAL PARTNERS, LLC
August 22, 2006 - January 3, 2011
VOYA FINANCIAL PARTNERS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/30/2014)
Exams
Current Firm
SOVEREIGN FINANCIAL SERVICES
CRD#: 127151 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 63 |
| AUM (Assets Under Management) | $ 29,251,887 |
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