David W. Donahue

EAGLECLAW CAPITAL MANAGEMENT LLC

BOSTON, MA 02109

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CRD#: 69819

Professional summary

David Warren Donahue is a registered financial advisor currently at EAGLECLAW CAPITAL MANAGEMENT LLC located in Boston, Massachusetts and MOORS & CABOT, INC. located in Boston, Massachusetts.

David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1973. David has worked at 7 firms and has passed the Series 65, Series 63, Series 7TO, SIE and PC 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.

EAGLECLAW CAPTIAL MGT, PARTNER. INVESTMENT ADVISORY. Trustee - Winchester Scholarship Fund, no compensation

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Warren Donahue's CRS (Customer Relationship Summary).

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

March 16, 2005 - Present

EAGLECLAW CAPITAL MANAGEMENT LLC

Office #1: 111 Devonshire Street, Boston, MA 02109

RIA

CRD#: 134045

BOSTON, MA

Current

February 11, 2005 - Present

MOORS & CABOT, INC.

Office #1: One Federal Street 19th Floor, Boston, MA 02110

RIA

CRD#: 594

BOSTON, MA

Past

November 4, 2003 - February 25, 2005

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

BOSTON, MA

Past

March 9, 2002 - February 25, 2005

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

Past

February 6, 1979 - March 9, 2002

TUCKER ANTHONY INCORPORATED

CRD#: 837

BOSTON, MA

Past

September 26, 1978 - February 25, 1979

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

Past

January 15, 1975 - September 26, 1978

WHITE, WELD & CO. INCORPORATED

CRD#: 6802

Past

February 1, 1973 - January 15, 1975

WHITE, WELD & CO., INCORPORATED

CRD#: 889

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EAGLECLAW CAPITAL MANAGEMENT LLC

DONAHUE AND MOORS | EAGLECLAW CAPITAL MANAGEMENT LLC

CRD#: 134045 / SEC#: 801-63954

RIA

Registered Investment Advisory firm - (3/3/2005 Approved)

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.

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

Alaska
(3/23/2016)

Arizona
(2/11/2005)

California
(2/11/2005)

Colorado
(12/17/2024)

Connecticut
(2/11/2005)

District of Columbia
(2/11/2005)

Florida
(2/11/2005)

Idaho
(5/20/2009)

Illinois
(2/11/2005)

Kansas
(7/1/2019)

Kentucky
(2/11/2005)

Louisiana
(3/9/2005)

Maine
(2/11/2005)

Maryland
(9/8/2020)

Massachusetts
(2/11/2005)

IAR

Massachusetts
(3/16/2005)

Michigan
(2/11/2005)

New Hampshire
(2/11/2005)

New Jersey
(2/11/2005)

New Mexico
(2/12/2015)

New York
(2/11/2005)

North Carolina
(2/11/2005)

Ohio
(2/14/2005)

Oregon
(2/11/2005)

Pennsylvania
(2/11/2005)

Rhode Island
(2/11/2005)

South Carolina
(4/11/2023)

Texas
(2/11/2005)

Vermont
(2/11/2005)

Virginia
(2/11/2005)

Washington
(2/11/2005)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/29/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/27/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/2/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

PC

Date: 4/29/1980

AMEX Put and Call Exam

SRO Registrations

FINRA

SRO Registrations

NYSE American LLC

SRO Registrations

NYSE Arca, Inc.

SRO Registrations

Nasdaq Stock Market

SRO Registrations

New York Stock Exchange

Current Firm

EAGLECLAW CAPITAL MANAGEMENT LLC

DONAHUE AND MOORS | EAGLECLAW CAPITAL MANAGEMENT LLC

CRD#: 134045 / SEC#: 801-63954

RIA

Registered Investment Advisory firm - (3/3/2005 Approved)

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Contact information

Main Address

One Federal Street 19th Floor, Boston, MA 02110-2003

Mailing Address

Phone number

(617) 314-0213

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EAGLECLAW ADV (9/26/2025)

Regulatory assets under management

Total Number of Accounts	313
AUM (Assets Under Management)	$ 803,279,126

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/23/2025	Cover Page	Report
12/04/2023	Cover Page	Report
01/12/2023	Cover Page	Report

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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Advisor Monitoring

Firm Stability Insights

David W. Donahue

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Warren Donahue's CRS (Customer Relationship Summary).

Certified licenses

Experience

MOORS & CABOT, INC.

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

TUCKER ANTHONY INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WHITE, WELD & CO. INCORPORATED

WHITE, WELD & CO., INCORPORATED

Primary Firm SEC Registration

EAGLECLAW CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/29/1993

Series 63

Date: 12/27/1989

Series 7TO

Date: 1/2/2023

SIE

Date: 10/1/2018

PC

Date: 4/29/1980

FINRA

NYSE American LLC

NYSE Arca, Inc.

Nasdaq Stock Market

New York Stock Exchange

Current Firm

EAGLECLAW CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EAGLECLAW CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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