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Theresa C Donovan

AMERICAN INDEPENDENCE FINANCIAL SERVICES, LLC·NEW YORK, New York
Unclaimed Profile
230 PARK AVENUE, NEW YORK, NY 10169CRD# 5011504Firm CRD# 133232
01

About

Theresa C Donovan is a registered financial advisor based in NEW YORK, New York, affiliated with AMERICAN INDEPENDENCE FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
MANIFOLD FUND ADVISORS, LLC
MANIFOLD FUND ADVISORS, LLC
AUM
—
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at MANIFOLD FUND ADVISORS, LLC →
Services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5011504
Firm CRD# 133232
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Theresa C Donovan offer?
Theresa C Donovan specializes in Fee-Only Advisory. Contact their office in NEW YORK, New York for a consultation.
What are Theresa C Donovan's credentials?
Theresa C Donovan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Theresa C Donovan located?
Theresa C Donovan is based in NEW YORK, New York, working with AMERICAN INDEPENDENCE FINANCIAL SERVICES, LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Theresa C Donovan charge for services?
Theresa C Donovan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMERICAN INDEPENDENCE FINANCIAL SERVICES, LLC?
AMERICAN INDEPENDENCE FINANCIAL SERVICES, LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.
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