Mary Donas is a CFP-designated registered investment advisor at LPL Financial LLC, based in Stroudsburg, PA, with 29 years of industry experience. Mary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
907 Main St, Suite 102, Stroudsburg, PA, 18360
Get directionsHistory
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 Registrations16 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.
Exams
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