Thomas E. Donnelly
DONNELLY INVESTMENTS
West Hollywood, CA
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CRD#: 6550494
Professional summary
Thomas Edward Donnelly, CFP® is a registered financial advisor currently at DONNELLY INVESTMENTS located in West Hollywood, California.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Thomas has worked at 4 firms and has passed the Series 65 exam.
Biography
Thomas Donnelly, JD, CFP® is an Advisor at AdvicePeriod, where he provides a concierge wealth management experience to a select group of high net worth individuals and families. Thomas’ primary focus is the creation of goals-based investment and financial plans using sophisticated, multi-generational estate planning tools.
Before joining AdvicePeriod, Thomas operated a boutique financial planning practice that specialized in comprehensive financial planning for same-sex couples and unique family structures.
Thomas earned his JD from Saint Louis University School of Law, and his Masters in Education from the State University of New York at Buffalo. He has been featured in several publications, including Forbes and U.S. News and World Report. He lives in West Hollywood with his partner and their two dogs.
Question & Answer
What are your service offerings?
Tax Planning
Employee and Employer Plan Ben...
Investment Planning
Insurance Planning
Estate Planning
Retirement Planning
Comprehensive Financial Planni...
Socially Responsible Investing
Do you have an area of expertise or specialization?
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
LGBT Couples and Families
Professional Athletes or Enter...
Real Estate Investments
What is your minimum asset requirement?
500K
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.
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Edward 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®
CFP®
Start date: 2016
Experience
Current
July 27, 2022 - Present
DONNELLY INVESTMENTS
RIA
CRD#: 316460
West Hollywood, CA
Past
July 2, 2020 - July 18, 2022
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
RIA
CRD#: 153649
SANTA MONICA, CA
Past
March 9, 2017 - June 1, 2020
ADVICEPERIOD, LLC
RIA
CRD#: 169828
LOS ANGELES, CA
Past
October 12, 2015 - February 24, 2017
CALAMUS FINANCIAL PLANNING
RIA
CRD#: 175188
WEST HOLLYWOOD, CA
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
California(7/27/2022)
Current Firm
DI
DONNELLY INVESTMENTS
DONNELLY INVESTMENTS | DONNELLY INVESTMENTS LLC
CRD#: 316460 / SEC#:
California
Registered Investment Advisory firm - (7/27/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
West Hollywood, CA
Mailing Address
8605 Santa Monica Boulevard 53781 8605 Santa Monica Boulevard 53781, CA, 90069
Phone number
(323) 304-9297
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 165 |
| AUM (Assets Under Management) | $ 38,060,714 |
Red Flags
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