MD
MD

Mary Donovan

31 Years of Experience
San Francisco, CA
Broker

Mary Donovan is a registered investment advisor, based in San Francisco, CA, with 31 years of industry experience.

Location

333 Bush Street, Suite 2550, San Francisco, CA, 94104

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History

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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Employment History
Current Registrations
T. Rowe Price Investment Services, INC.Broker
October 2021 - Present · 4 yrs 7 mos
T. Rowe Price Associates, INC.
October 2021 - Present · 4 yrs 7 mos
T. Rowe Price Investment Services, INC.
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Blackrock Investment Management, LLC
September 2015 - August 2021 · 5 yrs 11 mos
Blackrock Investments, LLCBroker
September 2015 - August 2021 · 5 yrs 11 mos
Charles Schwab & CO., INC.
April 2006 - September 2015 · 9 yrs 5 mos
Charles Schwab & CO., INC.Broker
July 1997 - September 2015 · 18 yrs 2 mos
Wheat, First Securities, INC.Broker
October 1994 - August 1997 · 2 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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.
Mary Donovan - Financial Advisor | TrueAdvisor