AdvisorOS Directory
Claim Profile
Unclaimed Profile
PD

Patrick Eugene Donovan

MINOT WEALTH MANAGEMENT LLC·WESTWOOD, Massachusetts
MINOT WEALTH MANAGEMENT LLC
690 CANTON STREET, WESTWOOD, MA 02090CRD# 5199726Firm CRD# 299943

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Eugene Donovan · WESTWOOD, MA
Registration
CRD #5199726 · MINOT WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Patrick Eugene Donovan is a registered financial advisor based in WESTWOOD, Massachusetts, affiliated with MINOT WEALTH MANAGEMENT LLC. 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

Speak with Patrick

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Patrick is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
MINOT WEALTH MANAGEMENT LLC
MINOT WEALTH MANAGEMENT LLC
AUM
$1.1B
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at MINOT WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5199726
Firm CRD# 299943
View on FINRA BrokerCheck →

Looking for a financial advisor in WESTWOOD?

Browse all registered financial advisors in WESTWOOD, Massachusetts or claim this profile if it's yours.

Browse WESTWOOD AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Patrick Eugene Donovan offer?
Patrick Eugene Donovan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTWOOD, Massachusetts for a consultation.
What are Patrick Eugene Donovan's credentials?
Patrick Eugene Donovan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Eugene Donovan located?
Patrick Eugene Donovan is based in WESTWOOD, Massachusetts, working with MINOT WEALTH MANAGEMENT LLC. Their office serves clients in the WESTWOOD metropolitan area and surrounding communities.
How does Patrick Eugene Donovan charge for services?
Patrick Eugene Donovan'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 MINOT WEALTH MANAGEMENT LLC?
MINOT WEALTH MANAGEMENT LLC has approximately 7 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at MINOT WEALTH MANAGEMENT LLC

William John Corcoran
WESTWOOD, MA
Brian Patrick Mulvey
WESTWOOD, MA

More Advisors in WESTWOOD, Massachusetts

Charles Swan Bean
HERITAGE FINANCIAL SERVICES, LLC·WESTWOOD, MA
Cornelia A. B. Dawson
ALPHA WINDWARD LLC·WESTWOOD, MA
Brendan Michael O'leary
PRISM VENTURE MANAGEMENT, LLC·WESTWOOD, MA
Eric Michael Sneider
BROMFIELD SNEIDER WEALTH ADVISORS, INC.·WESTWOOD, MA
James Anthony Counihan
PRISM VENTURE MANAGEMENT, LLC·WESTWOOD, MA
Judith Fae Chambers
MEKETA INVESTMENT GROUP INC·WESTWOOD, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WELLESLEY HILLS (46)LEXINGTON (42)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile