PD
Patrick Donnelly
DONNELLY FINANCIAL SERVICES
Rock Tavern, NY
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CRD#: 7422863
PD
Professional summary
Patrick Donnelly is a registered financial advisor currently at DONNELLY FINANCIAL SERVICES located in Rock Tavern, New York.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Patrick 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.
Business Name: Patrick Donnelly, Sole Proprietor Address: Forest Hills, NY Investment related: Yes Nature of business: Insurance Position: Insurance Agent Start date: 08/2021 Approx. hours/week: 10 Number of hours during securities trading: 2
CRS (Client Relationship Summary) - RIA
Click below to view Patrick 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®
NoneExperience
Current
September 2, 2021 - Present
DONNELLY FINANCIAL SERVICES
RIA
CRD#: 312845
Rock Tavern, 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(9/2/2021)
IAR
Pennsylvania(10/6/2021)
Exams
Current Firm
DF
DONNELLY FINANCIAL SERVICES
DONNELLY FINANCIAL SERVICES | DONNELLY FINANCIAL SERVICES LLC
CRD#: 312845 / SEC#:
New York
Registered Investment Advisory firm - (9/2/2021 Approved)Pennsylvania
Registered Investment Advisory firm - (10/6/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Rock Tavern, NY
Mailing Address
Phone number
(570) 309-8856
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 41 |
| AUM (Assets Under Management) | $ 13,836,593 |
Red Flags
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