Patrick Donovan is a registered investment advisor, based in Malvern, PA, with 4 years of industry experience.
Location
100 Vanguard Blvd, Malvern, PA, 19353
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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 →Other Business ActivitiesSells Insurance
Patrick maintains a license for life, accident, and health insurance. He dedicates minimal time to this activity.
Employment History
Current Registrations
Vanguard Marketing Corporation
June 2022 - Present · 4 yrs 3 mos
Vanguard Advisers, INC.
June 2022 - Present · 4 yrs 3 mos
Vanguard Marketing CorporationBroker
June 2022 - Present · 4 yrs 3 mos
Previous Registrations
Ameriprise Financial Services, LLC
July 2021 - May 2022 · 10 mos
Ameriprise Financial Services, LLCBroker
May 2021 - May 2022 · 1 yr
State Registrations2 states
PATX
AdvisorBrokerBoth
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
No exam information available for this advisor.