Unclaimed Profile

Patrick Eugene Donovan

MINOT WEALTH MANAGEMENT LLC·WESTWOOD, Massachusetts

SIE, Series 7, Series 66Clean record19 years registeredMINOT 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 · 19 years registered

Brand Profile

Not yet started

Career History

EP WEALTH ADVISORS

Oct 2022 – present

MINOT WEALTH MANAGEMENT LLC

Apr 2019 – Sep 2022

WESTWOOD, MA

CREDIT SUISSE SECURITIES (USA) LLC

Mar 2009 – Sep 2013

BOSTON, MA

BANC OF AMERICA INVESTMENT SERVICES, INC.

Nov 2006 – Mar 2009

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 6, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MINOT WEALTH MANAGEMENT LLC

CRD 299943 · SEC 801-114748

AUM

$1.1B

Regulatory assets under management

Employees

639 client accounts

Services offered by MINOT WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MINOT WEALTH MANAGEMENT LLC →

Introduction

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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.

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