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Richard Claude Donnelly

DONNELLY WEALTH ADVISORS, INC.·SAN DIEGO, California
Clean recordDONNELLY WEALTH ADVISORS, INC.
5151 SHOREHAM PLACE, SAN DIEGO, CA 92122CRD# 728521Firm CRD# 113067

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Claude Donnelly · SAN DIEGO, CA
Registration
CRD #728521 · DONNELLY WEALTH ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Richard Claude Donnelly is a registered financial advisor based in SAN DIEGO, California, affiliated with DONNELLY WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
DONNELLY WEALTH ADVISORS, INC.
DONNELLY WEALTH ADVISORS, INC.
AUM
$405M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at DONNELLY WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: THIRD PARTY ADVISORY FEES
Regulatory
SEC/IARD CRD# 728521
Firm CRD# 113067
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Claude Donnelly offer?
Richard Claude Donnelly specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.
What are Richard Claude Donnelly's credentials?
Richard Claude Donnelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Claude Donnelly located?
Richard Claude Donnelly is based in SAN DIEGO, California, working with DONNELLY WEALTH ADVISORS, INC.. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does Richard Claude Donnelly charge for services?
Richard Claude Donnelly's firm is compensated through percentage of aum, subscription fees, other: third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DONNELLY WEALTH ADVISORS, INC.?
DONNELLY WEALTH ADVISORS, INC. has approximately 7 employees and manages $405M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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