Unclaimed Profile

Lisa Ann Donovan

BOENNING & SCATTERGOOD, INC.·WEST CONSHOHOCKEN, Pennsylvania

SIE, Series 4, Series 7, Series 63Clean recordBOENNING & SCATTERGOOD, INC.

FOUR TOWER BRIDGE, 200 BARR HARBOR DRIVE, WEST CONSHOHOCKEN, PA 19428CRD# 2116754Firm CRD# 100

Profile Verification

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

Identity

Lisa Ann Donovan · WEST CONSHOHOCKEN, PA

Registration

CRD #2116754 · BOENNING & SCATTERGOOD, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 63

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

BOENNING & SCATTERGOOD, INC.

CRD 100 · SEC 801-68111

AUM

$1.2B

Regulatory assets under management

Employees

1,321 client accounts

Services offered by BOENNING & SCATTERGOOD, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

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 BOENNING & SCATTERGOOD, INC. →

Introduction

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Frequently Asked Questions

What services does Lisa Ann Donovan offer?

Lisa Ann Donovan specializes in Financial Planning, Investment Management. Contact their office in WEST CONSHOHOCKEN, Pennsylvania for a consultation.

What are Lisa Ann Donovan's credentials?

Lisa Ann Donovan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lisa Ann Donovan located?

Lisa Ann Donovan is based in WEST CONSHOHOCKEN, Pennsylvania, working with BOENNING & SCATTERGOOD, INC.. Their office serves clients in the WEST CONSHOHOCKEN metropolitan area and surrounding communities.

How does Lisa Ann Donovan charge for services?

Lisa Ann 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 BOENNING & SCATTERGOOD, INC.?

BOENNING & SCATTERGOOD, INC. has approximately 76 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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