Andrew Donoghue

UPKEEP FINANCIAL

New York, NY 10038

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CRD#: 7343748

Professional summary

Andrew Donoghue is a registered financial advisor currently at UPKEEP FINANCIAL located in New York, New York.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Andrew has worked at 1 firm .

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.

Andrew Donoghue is the owner of Upside Tax LLC (public accounting firm). At times, he may refer Clients between Upkeep Financial and Upside Tax LLC when appropriate but will not receive any compensation in exchange for the referral. Clients are never obligated to use the services of either party recommended to them.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Donoghue'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 13, 2021 - Present

UPKEEP FINANCIAL

Office #1: 2 Gold St, Apt 4106, New York, NY 10038

RIA

CRD#: 313221

New York, NY

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

New York
(4/13/2021)

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

Current Firm

UPKEEP FINANCIAL

DONOGHUE, ANDREW | UPKEEP FINANCIAL LLC | UPKEEP FINANCIAL

CRD#: 313221 / SEC#:

New York

Registered Investment Advisory firm - (4/13/2021 Approved)

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Contact information

Main Address

2 Gold St, Apt 4106, New York, NY 10038

Mailing Address

Phone number

(917) 923-4178

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.