RD
RD
Robert Donnelly
42 Years of Experience
San Antonio, TX
1 DisclosureBroker
Robert Donnelly is a registered investment advisor at Raymond James & Associates, INC., based in San Antonio, TX, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
745 East Mulberry Avenue, Trinity Plaza Two #210, San Antonio, TX, 78212
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Regulatory History (1)
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Criminal
January 1978Final Disposition
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.
April 2010 - February 2013 · 2 yrs 10 mos
Morgan Keegan & Company, INC.Broker
April 2010 - February 2013 · 2 yrs 10 mos
Morgan Stanley Smith BarneyBroker
June 2009 - May 2010 · 11 mos
Morgan Stanley Smith Barney LLC
June 2009 - May 2010 · 11 mos
Citigroup Global Markets INC.
May 1988 - June 2009 · 21 yrs 1 mo
Citigroup Global Markets INC.Broker
May 1988 - June 2009 · 21 yrs 1 mo
Rauscher Pierce Refsnes, INC.Broker
October 1983 - May 1988 · 4 yrs 7 mos
State Registrations21 states
ARAZCACODEFLGAIAILLAMDMONCNMNYOHOKORTXVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.