Donna Marie Conry
Professional Summary
Donna Marie Conry is a registered financial advisor currently at BELLMARK PARTNERS, LLC located in Beachwood, Ohio. Donna is registered as a RR (Registered Representative) and started their career in finance in 2012. Donna has worked at 1 firm and has passed the Series 99TO, Series 79TO, SIE and Series 28 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
KEY INVESTMENT SERVICES LLC
CLEVELAND WEALTH, LLC
COMMONWEALTH FINANCIAL NETWORK
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
KEY INVESTMENT SERVICES LLC
CLEVELAND WEALTH, LLC
COMMONWEALTH FINANCIAL NETWORK
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
KEY INVESTMENT SERVICES LLC
CLEVELAND WEALTH, LLC
COMMONWEALTH FINANCIAL NETWORK
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
KEY INVESTMENT SERVICES LLC
CLEVELAND WEALTH, LLC
COMMONWEALTH FINANCIAL NETWORK
Years of Experience
14 years in the financial services industry
Current & Past Employments
Similar Advisors
KEY INVESTMENT SERVICES LLC
CLEVELAND WEALTH, LLC
COMMONWEALTH FINANCIAL NETWORK
Current Firm
BELLMARK PARTNERS, LLC
Contact Information
Main Address
75 Central Street 2nd Floor, Boston, MA 02109Mailing Address
75 Central Street 2nd Floor, Boston, MA 02109Phone Number
(617) 574-9900Established
Delaware since 03/17/2009Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (2 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Similar Advisors
KEY INVESTMENT SERVICES LLC
CLEVELAND WEALTH, LLC
COMMONWEALTH FINANCIAL NETWORK
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.
Similar Advisors
KEY INVESTMENT SERVICES LLC
CLEVELAND WEALTH, LLC
COMMONWEALTH FINANCIAL NETWORK
State Registrations and Notice Filings
(4/10/2012)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Oct 2022About the Series 79TO examSeries 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Apr 2012About the Series 28 examSRO Registrations
Similar Advisors
KEY INVESTMENT SERVICES LLC
CLEVELAND WEALTH, LLC
COMMONWEALTH FINANCIAL NETWORK
CRS (Client Relationship Summary) - BD
Click below to view Donna Marie Conry's CRS (Customer Relationship Summary).
Similar Advisors
KEY INVESTMENT SERVICES LLC
CLEVELAND WEALTH, LLC
COMMONWEALTH FINANCIAL NETWORK
