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John Joseph Donohue

GL INVESTMENT SERVICES, LLC·WALTHAM, Massachusetts
SIE, Series 7, Series 8, Series 12, Series 14, Series 24, Series 27, Series 52TO, Series 53, Series 63, Series 65, Series 82TO, Series 99TOClean recordGL INVESTMENT SERVICES, LLC
400 FIFTH AVE., WALTHAM, MA 02451CRD# 1552418Firm CRD# 152158

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Joseph Donohue · WALTHAM, MA
Registration
CRD #1552418 · GL INVESTMENT SERVICES, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 8
Series 12
Series 14
Series 24
Series 27
Series 52TO
Series 53
Series 63
Series 65
Series 82TO
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
GL INVESTMENT SERVICES, LLC
CRD 152158 · SEC 801-71436
AUM
$134M
Regulatory assets under management
Employees
80
287 client accounts
Services offered by GL INVESTMENT SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GL INVESTMENT SERVICES, LLC →
Introduction

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04

Frequently Asked Questions

What services does John Joseph Donohue offer?
John Joseph Donohue specializes in Financial Planning, Investment Management. Contact their office in WALTHAM, Massachusetts for a consultation.
What are John Joseph Donohue's credentials?
John Joseph Donohue is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Joseph Donohue located?
John Joseph Donohue is based in WALTHAM, Massachusetts, working with GL INVESTMENT SERVICES, LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.
How does John Joseph Donohue charge for services?
John Joseph Donohue's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GL INVESTMENT SERVICES, LLC?
GL INVESTMENT SERVICES, LLC has approximately 80 employees and manages $134M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Daniel John Thibeault
WALTHAM, MA

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Research
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