Donald Donnelly
Donald Donnelly is a registered investment advisor at First Financial Services, based in Rocky Point, NY, with 36 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Plan - Fees typically range from $250 to $1000, depending on the specific arrangement reached with the client.
- Hourly Consulting - $150 to $250 per hour for financial planning or consulting services.
Location
815 Route 25A, Rocky Point, NY, 11778
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Donald spends about half his time at William A. Russell Inc., DBA First Financial. He also sells insurance and annuity products, dedicating minimal time to this activity. Donald is also involved in several construction-related businesses and real estate ventures.
Employment History
Current Registrations
First Financial Services
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
Royal Alliance Associates, INC.Broker
Equity Services, INC.Broker
Ferris, Baker Watts IncorporatedBroker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations5 states
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.