Sullivan M. Donahue
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Sullivan Matthew Donahue, who also goes by Sullivan M Donahue, Sullivan Donahue, was a registered financial professional .
Sullivan is a previously registered financial professional and started their career in finance in 2015. Sullivan had worked at 4 firms and has passed the Series 63, SIE, Series 3, Series 7 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 12, 2024 - February 19, 2025
ALTRUIST FINANCIAL LLC
May 4, 2022 - December 19, 2023
FIDELITY BROKERAGE SERVICES LLC
January 4, 2017 - February 10, 2022
CHARLES SCHWAB & CO., INC.
December 23, 2015 - November 14, 2017
OPTIONSXPRESS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
ALTRUIST FINANCIAL LLC
CRD#: 299274 / SEC#: , 8-70244
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
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.
