Garrett W. Donnelly

DONNELLY INVESTMENTS

Atlanta, GA

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CRD#: 5885973

Professional summary

Garrett Walsh Donnelly is a registered financial advisor currently at DONNELLY INVESTMENTS CORPORATION located in Atlanta, Georgia.

Garrett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Garrett has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

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) - RIA

Click below to view Garrett Walsh Donnelly'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 6, 2016 - Present

DONNELLY INVESTMENTS CORPORATION

RIA

CRD#: 282822

Atlanta, GA

Past

November 28, 2012 - March 21, 2014

MORGAN STANLEY

RIA

CRD#: 149777

ATLANTA, GA

Past

November 28, 2012 - March 21, 2014

MORGAN STANLEY

CRD#: 149777

ATLANTA, GA

Past

October 11, 2011 - November 21, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

ATLANTA, GA

Past

September 22, 2011 - November 21, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

ATLANTA, GA

Past

April 8, 2011 - May 25, 2011

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

JACKSONVILLE, FL

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
(4/6/2016)

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 65

Date: 10/7/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/14/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/6/2011

General Securities Representative Examination

Current Firm

DONNELLY INVESTMENTS CORPORATION

CRD#: 282822 / SEC#:

Colorado

Registered Investment Advisory firm - (2/8/2022 Terminated)

Georgia

Registered Investment Advisory firm - (4/6/2016 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Atlanta, GA

Mailing Address

Phone number

(719) 210-1820

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	10
AUM (Assets Under Management)	$ 3,364,712

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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Garrett W. Donnelly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Garrett Walsh Donnelly's CRS (Customer Relationship Summary).

Certified licenses

Experience

DONNELLY INVESTMENTS CORPORATION

MORGAN STANLEY

MORGAN STANLEY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/7/2011

Series 63

Date: 4/14/2011

Series 7

Date: 4/6/2011

Current Firm

DONNELLY INVESTMENTS CORPORATION

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DONNELLY INVESTMENTS CORPORATION

TRUST BUT VERIFY

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