Robert Donelan is a registered investment advisor, based in Lenox, MA, with 11 years of industry experience.
Location
218 Main Street, Lenox, MA, 01240
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Robert owns rental real estate property and spends minimal time on it. He also works at Keator Group, LLC, dedicating about half his time to customer contact, advisory, and administrative tasks.
Employment History
Previous Registrations
Raymond James Financial Services Advisors, INC
October 2019 - March 2026 · 6 yrs 5 mos
Wells Fargo Advisors Financial Network, LLC
September 2018 - October 2019 · 1 yr 1 mo
Exams
No exam information available for this advisor.