Mary Donas is a CFP-designated registered investment advisor at LPL Financial LLC, based in Stroudsburg, PA, with 28 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
907 Main St, Suite 102, Stroudsburg, PA, 18360
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Regulatory History (1)
Customer Dispute
July 2001Other Business Activities
Mary operates her LPL business through Wealth Strategies & Management LLC and provides investment advisory services through Private Advisor Group, spending full-time hours on the latter. She also dedicates minimal time to Venjenz LLC, a human and pet supplement business, and Spyglass LLC, a business entity for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLCBroker
Private Advisor Group, LLC
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations15 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.