Cici Donnelly is a registered investment advisor, based in Wake Forest, NC, with 10 years of industry experience.
Location
Wake Forest, NC
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2026 - Present · 8 mos
Raymond James Financial Services, INC.Broker
January 2026 - Present · 8 mos
Raymond James Financial Services, INC.
January 2026 - Present · 8 mos
Previous Registrations
Raymond James & Associates, INC.Broker
July 2022 - December 2025 · 3 yrs 5 mos
Raymond James & Associates, INC.
July 2022 - December 2025 · 3 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2020 - July 2022 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2017 - July 2022 · 5 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
June 2015 - January 2017 · 1 yr 7 mos
State Registrations1 state
NC
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.