Robert V. Donovan

WOODGREEN ADVISORY

Matthews, NC

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CRD#: 706756

Professional summary

Robert Victor Donovan, CFP®, who also goes by Bob Donovan, Robert V Donovan, is a registered financial advisor currently at WOODGREEN ADVISORY, LLC located in Matthews, North Carolina.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Robert has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 1 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Donovan | Robert V Donovan

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.

Compensation Consultants LLC - PO Box 124, Linville, NC 28646 - Insurance - Managing Partner - 20 Hours per month LICENSED AS AN INDEPENDENT INSURANCE AGENT FOR THE PURPOSE OF SELLING LIFE INSURANCE AND FIXED ANNUITY PRODUCTS; Licensed life and health agent since 1977. Multiple states. NC Resident agent. NPN #-629617 (Personal) NPN #-16768959 (Compensation Consultants LLC). Receive first and renewal commissions on life, disability and annuity products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Victor Donovan'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^®

Certified Financial Planner

Experience

Current

October 28, 2021 - Present

WOODGREEN ADVISORY, LLC

RIA

CRD#: 315552

Matthews, NC

Past

August 13, 2018 - August 5, 2019

ALPHASTAR CAPITAL MANAGEMENT

RIA

CRD#: 157423

Linville, NC

Past

June 30, 2006 - October 27, 2014

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

HICKORY, NC

Past

June 30, 2006 - October 27, 2014

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

HICKORY, NC

Past

December 31, 2001 - June 30, 2006

CARILLON INVESTMENTS, INC.

RIA

CRD#: 14646

HICKORY, NC

Past

October 1, 1997 - June 30, 2006

CARILLON INVESTMENTS, INC.

CRD#: 14646

HICKORY, NC

Past

November 3, 1989 - October 1, 1997

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

September 18, 1985 - November 14, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

April 1, 1980 - October 21, 1985

NEW ENGLAND SECURITIES

CRD#: 615

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

North Carolina
(10/28/2021)

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

Series 63

Date: 7/11/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/27/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/20/1985

General Securities Representative Examination

General Industry/Product Exam

Series 1

Date: 3/24/1980

Registered Representative Examination

Current Firm

WOODGREEN ADVISORY, LLC

WOODGREEN ADVISORY LLC | WOODGREEN ADVISORY, LLC

CRD#: 315552 / SEC#:

North Carolina

Registered Investment Advisory firm - (10/28/2021 Approved)

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Contact information

Main Address

Matthews, NC

Mailing Address

Phone number

(828) 381-7408

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)	$ 17,648,991

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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Firm Stability Insights

Robert V. Donovan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Victor Donovan's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALPHASTAR CAPITAL MANAGEMENT

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

CARILLON INVESTMENTS, INC.

CARILLON INVESTMENTS, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

NEW ENGLAND SECURITIES

State Registrations and Notice Filings

Exams

Series 63

Date: 7/11/1985

SIE

Date: 10/27/2014

Series 7

Date: 4/20/1985

Series 1

Date: 3/24/1980

Current Firm

WOODGREEN ADVISORY, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WOODGREEN ADVISORY, LLC

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