Patrick Donnelly
Patrick Donnelly is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Springfield, MA, with 35 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
P.O. Box 15308 Tower Square, 1500 Main Street, Ste 900, Springfield, MA, 01115-5308
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2014Customer Dispute
February 2002Other Business Activities
Patrick is an occasional background actor and a temporary exercise contractor for the US Army, dedicating minimal time to each. He also spends a significant amount of time as an owner/managing partner for Legacy Private Wealth LLC and Paladin Enterprise LLC, and as a business partner with Paladin Wealth Partners LLC, all support companies. Finally, Patrick is in the US Army National Guard, dedicating about 10-20% of his time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations29 states
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