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Donna M. Conry

BELLMARK PARTNERS
Beachwood, OH 44122
Some features on this profile are disabled
CRD#: 5768367
DC

Professional summary

Donna Marie Conry is a registered financial professional 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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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) - BD

Click below to view Donna Marie Conry's 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®
None

Experience

Current

April 10, 2012 - Present

BELLMARK PARTNERS, LLC

Office #1: 25101 Chagrin Blvd. Suite 210, Beachwood, OH 44122
BD
CRD#: 155357
Beachwood, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Ohio
(4/10/2012)

Exams

General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 10/31/2022
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/21/2022
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 28
Date: 4/9/2012
Introducing Broker/Dealer Financial Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm

BP
BELLMARK PARTNERS, LLC
BELLMARK PARTNERS, LLC

CRD#: 155357 / SEC#: , 8-68714

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
75 Central Street 2nd Floor, Boston, MA 02109
Mailing Address
75 Central Street 2nd Floor, Boston, MA 02109
Phone number
(617) 574-9900
Established
Delaware since 03/17/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
GESMONDI, DAVID MARKMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER, EXEC. REP., AMLCO3123435
VOLLMER, ANDREW RALPHMANAGING DIRECTOR2196519
CONRY, DONNA MARIECFO, FINOP5768367

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

BELLMARK PARTNERS, LLC

CRD#: 155357Beachwood, OH 44122

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