Edward Donnellan
Edward Donnellan is a registered investment advisor at Latitude Advisors, LLC, based in Astoria, NY, with 25 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 1,590 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Rates shown are the maximum percentages for managed accounts, Navigator, and third-party research models. Latitude model accounts have slightly lower maximum rates (1.50% for the first tier, 1.25% for the second tier, and 1.00 for accounts over $5M). Fees are negotiable.
Fee Estimator
Location
28-41 Steinway Street, Astoria, NY, 11103
Get directionsHistory
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
Edward is a CPA/Officer at Tax Shoppe, spending nearly full-time on tax preparation and accounting. He also sells life, health, and disability insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Latitude Advisors, LLC
Gwn Securities INC.Broker
Previous Registrations
Medallion Investment Services, INC.Broker
Long Island Financial Group, INC.Broker
Terra Securities CorporationBroker
Hochman & Baker Securities, INC.Broker
Sentra Securities CorporationBroker
State Registrations1 state
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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