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Robert Y. Donnell

SOUTHBRIDGE ADVISORS, LLC·MARIETA, Georgia
SIE, Series 7, Series 66CFPClean record22 years registeredSOUTHBRIDGE ADVISORS, LLC
533 JOHNSON FERRY ROAD, MARIETA, GA 30068CRD# 4497748Firm CRD# 306075

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Y. Donnell · MARIETA, GA
Registration
CRD #4497748 · SOUTHBRIDGE ADVISORS, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

SOUTHBRIDGE ADVISORS, LLC
Dec 2019 – present
SOUTHBRIDGE
Sep 2013 – Mar 2020
MARRIETTA, GA
WEALTH AND PENSION SERVICES GROUP INC.
Nov 2011 – Feb 2013
SMYRNA, GA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Mar 2004 – Sep 2011
ATLANTA, GA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · March 30, 2004
Years registered · 22
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SOUTHBRIDGE ADVISORS, LLC
CRD 306075 · SEC 801-117769
AUM
$303M
Regulatory assets under management
Employees
6
620 client accounts
Services offered by SOUTHBRIDGE ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SOUTHBRIDGE ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Robert Y. Donnell offer?
Robert Y. Donnell specializes in Financial Planning, Investment Management. Contact their office in MARIETA, Georgia for a consultation.
What are Robert Y. Donnell's credentials?
Robert Y. Donnell holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Robert Y. Donnell located?
Robert Y. Donnell is based in MARIETA, Georgia, working with SOUTHBRIDGE ADVISORS, LLC. Their office serves clients in the MARIETA metropolitan area and surrounding communities.
How does Robert Y. Donnell charge for services?
Robert Y. Donnell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOUTHBRIDGE ADVISORS, LLC?
SOUTHBRIDGE ADVISORS, LLC has approximately 6 employees and manages $303M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SOUTHBRIDGE ADVISORS, LLC

George Wayne Richerson
MARIETA, GA
Jerold Martin Sniderman
MARIETA, GA
Michael Todd Fields
MARIETA, GA
Louis J Brown
MARIETA, GA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Georgia
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Research
Advisor Fees in GeorgiaNational Fee Analysis
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