Gerald Donovan
Gerald Donovan is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Boston, MA, with 31 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.
Location
1 Beacon St Fl 21, Boston, MA, 02108
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2022Customer Dispute
August 2006Other Business ActivitiesSells Insurance
Gerald may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He is also the 100% owner of Springvale, Inc., a legal entity established for business purposes, and receives compensation from personal production, dedicating about half of his time to this.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
State Registrations19 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.