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Patrick Donohue

Vanquour LLC
44 Years of Experience
New York, NY
11 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Patrick Donohue is a registered investment advisor at Vanquour LLC, based in New York, NY, with 44 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 27 clients with $67M in assets under management.

Vanquour LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
27 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$67.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Investment management fees range up to 2% annually based on the scope and complexity of services, level of assets, and overall relationship. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3 World Trade Center, 38th Floor, 175 Greenwich Street, New York, NY, 10007

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History

Regulatory History (11)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
January 2021
Pending
Employment Separation After Allegations
December 2018
Judgment / Lien
October 2018
Judgment / Lien
March 2018
Customer Dispute
July 2017
Denied
Customer Dispute
June 2009
Settled
Customer Dispute
May 2002
Closed-No Action
Customer Dispute
August 1998
Denied
Customer Dispute
August 1997
Settled
Customer Dispute
February 1996
Settled
Customer Dispute
October 1991
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Patrick is a licensed insurance professional at the same address as his advisory business. This activity takes about 10-20% of his time.

Employment History
Current Registrations
Vanquour LLC
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
Aegis Capital CORP.Broker
December 2018 - April 2022 · 3 yrs 4 mos
Aegis Capital CORP.
December 2018 - April 2022 · 3 yrs 4 mos
UBS Financial Services INC.Broker
October 2012 - January 2019 · 6 yrs 3 mos
UBS Financial Services INC.
October 2012 - December 2018 · 6 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 1990 - October 2012 · 22 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1988 - October 2012 · 24 yrs 6 mos
Shearson Lehman Hutton INC.Broker
April 1988 - May 1988 · 1 mo
E. F. Hutton & Company INCBroker
August 1984 - April 1988 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1982 - August 1984 · 2 yrs 6 mos
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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