Brian Donley
Brian Donley is a CFP-designated registered investment advisor at LPL Financial LLC, based in Pittsburgh, PA, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
9043 Perry Highway, Pittsburgh, PA, 15237
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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
Brian operates Summit Wealth Advisors as a DBA for his LPL business and is an agent selling term insurance and fixed annuities through RD Marketing Group, dedicating minimal time to the latter. He also manages DR Properties, LLC and DR Holdings, LP for tax/investment and real estate rental purposes, respectively, and serves as a board member for Capital City Brewing.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Securities Corporation
Summit Investment Advisors
Lincoln Financial Securities CorporationBroker
Polaris Financial Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations18 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.