Donna Colucci
Donna Colucci is a registered investment advisor at Raymond James & Associates, INC., based in Somers, NY, with 12 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
341 Route 202, Suite 1A, Somers, NY, 10589
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Donna is a board member/officer/director for the Rotary Club of Lake Mahopac since 2019, dedicating a few hours per week to this role. This activity is not investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations29 states
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