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ChFC
RD
ChFC

Robert Donnelly

Kovack Advisors, INC.
37 Years of Experience
Feasterville, PA
1 DisclosureSells Insurance
View SEC Summary
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Robert Donnelly is a ChFC-designated registered investment advisor at Kovack Advisors, INC., based in Feasterville, PA, with 37 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 13,293 clients with $6.3B in assets under management.

Kovack Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
257 advisors
Number of Clients
13,293 clients
Average Client Portfolio
$472K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.90%

Maximum annual fee is 2.90%. Fees are negotiable depending on asset amount, type, complexity, and services provided. Combined fees with third-party managers will not exceed 2.90%.

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

Location

1527 Pleasant Drive, Feasterville, PA, 19053

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History

Regulatory History (1)
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.
Employment Separation After Allegations
June 2014
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Robert is the president of Alpha Financial Companies, a fixed insurance agency, dedicating about 10-20% of his time. He also serves as Vice President of the Southhampton Business Association and works as an agent for UMS FMO, an insurance and annuity back office support company, spending minimal time on each.

Employment History
Current Registrations
Kovack Advisors, INC.
June 2023 - Present · 3 yrs 4 mos
Previous Registrations
Alpha Advisors Alliance, LLC
April 2019 - December 2023 · 4 yrs 8 mos
Woodbury Financial Services, INC.
March 2019 - April 2019 · 1 mo
Woodbury Financial Services, INC.Broker
March 2019 - April 2019 · 1 mo
Questar Asset Management, INC.
January 2018 - March 2019 · 1 yr 2 mos
Questar Capital CorporationBroker
January 2018 - March 2019 · 1 yr 2 mos
Investment Advisors
March 2016 - February 2018 · 1 yr 11 mos
Proequities, INC.Broker
June 2015 - February 2018 · 2 yrs 8 mos
Lincoln Financial Distributors, INC.Broker
August 2007 - July 2014 · 6 yrs 11 mos
Jefferson Pilot Securities CorporationBroker
August 2005 - August 2007 · 2 yrs
1717 Capital Management CompanyBroker
February 2003 - June 2005 · 2 yrs 4 mos
MML Distributors, LLCBroker
October 2000 - December 2002 · 2 yrs 2 mos
Fsc Securities CorporationBroker
June 1997 - April 2000 · 2 yrs 10 mos
Aetna Investment Services, INC.Broker
October 1994 - May 1997 · 2 yrs 7 mos
John Hancock Distributors, INC.Broker
March 1994 - September 1994 · 6 mos
John Hancock Mutual Life Insurance CompanyBroker
March 1994 - September 1994 · 6 mos
Hornor, Townsend & Kent, INC.Broker
October 1993 - March 1994 · 5 mos
Aetna Life Insurance and Annuity CompanyBroker
June 1983 - March 1990 · 6 yrs 9 mos
State Registrations2 states
NJPA
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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