Unclaimed Profile

Connor James Donnelly

MADISON PARK ADVISORS·SEATTLE, Washington

SIE, Series 7, Series 66Clean record17 years registeredMADISON PARK ADVISORS

1201 THIRD AVENUE, SEATTLE, WA 98101CRD# 5572729Firm CRD# 318029

Profile Verification

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

Identity

Connor James Donnelly · SEATTLE, WA

Registration

CRD #5572729 · MADISON PARK ADVISORS · 17 years registered

Brand Profile

Not yet started

Career History

THE INSTITUTE

Jul 2020 – present

UBS FINANCIAL SERVICES INC.

Oct 2010 – Jun 2020

SEATTLE, WA

WELLS FARGO ADVISORS, LLC

Jun 2010 – Aug 2010

SEATTLE, WA

CAELUM CAPITAL ADVISORS, LLC

Mar 2009 – Dec 2010

PASADENA, CA

WACHOVIA SECURITIES, LLC

Oct 2008 – Dec 2008

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 14, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MADISON PARK ADVISORS

CRD 318029 · SEC 801-123339

AUM

$110M

Regulatory assets under management

Employees

6 client accounts

Services offered by MADISON PARK ADVISORS

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MADISON PARK ADVISORS →

Introduction

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Frequently Asked Questions

What services does Connor James Donnelly offer?

Connor James Donnelly specializes in Investment Management, Fee-Only Advisory. Contact their office in SEATTLE, Washington for a consultation.

What are Connor James Donnelly's credentials?

Connor James Donnelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Connor James Donnelly located?

Connor James Donnelly is based in SEATTLE, Washington, working with MADISON PARK ADVISORS. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.

How does Connor James Donnelly charge for services?

Connor James Donnelly'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 MADISON PARK ADVISORS?

MADISON PARK ADVISORS has approximately 1 employees and manages $110M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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