Unclaimed Profile

Joelle Lauren Donahoe

COOPER/HAIMS ADVISORS, LLC·VICTOR, New York

SIE, Series 7, Series 14, Series 24, Series 51, Series 63, Series 65, Series 99TOClean record19 years registeredCOOPER/HAIMS ADVISORS, LLC

50 SQUARE DRIVE, VICTOR, NY 14564CRD# 2678810Firm CRD# 124122

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joelle Lauren Donahoe · VICTOR, NY

Registration

CRD #2678810 · COOPER/HAIMS ADVISORS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Aug 2021 – present

LPL FINANCIAL LLC

Oct 2006 – present

ESL INVESTMENT SERVICES, LLC

Oct 2006 – present

LPL FINANCIAL LLC

May 2020 – Apr 2021

FORT MILL, SC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 51

Series 63

Series 65

Series 99TO

Registration record

First registered · October 3, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COOPER/HAIMS ADVISORS, LLC

CRD 124122 · SEC 801-61599

AUM

$853M

Regulatory assets under management

Employees

487 client accounts

Services offered by COOPER/HAIMS ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at COOPER/HAIMS ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Joelle Lauren Donahoe offer?

Joelle Lauren Donahoe specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VICTOR, New York for a consultation.

What are Joelle Lauren Donahoe's credentials?

Joelle Lauren Donahoe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joelle Lauren Donahoe located?

Joelle Lauren Donahoe is based in VICTOR, New York, working with COOPER/HAIMS ADVISORS, LLC. Their office serves clients in the VICTOR metropolitan area and surrounding communities.

How does Joelle Lauren Donahoe charge for services?

Joelle Lauren Donahoe'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 COOPER/HAIMS ADVISORS, LLC?

COOPER/HAIMS ADVISORS, LLC has approximately 14 employees and manages $853M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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