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Ann Margaret Donnelly

16 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningInvestment Management
Compensation
Commission-BasedFixed/Hourly
Firm Size
142 advisors
Number of Clients
8,394 clients
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only
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Location

350 Madison Ave 7th Floor, New York, NY, 10017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Ann is an employee of Marsh & McLennan Agency LLC (MMA) and supports its insurance services. These activities are non-investment related.

Employment History
Current Registrations
Mma Securities LLC
May 2024 - Present · 1 yr 9 mos
Mma Securities LLCBroker
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Mariner Wealth Advisors
November 2021 - January 2024 · 2 yrs 2 mos
Rfs PartnersBroker
August 2018 - November 2021 · 3 yrs 3 mos
Shelton Capital Management
August 2018 - November 2021 · 3 yrs 3 mos
RBC Capital Markets CorporationBroker
October 2004 - October 2005 · 1 yr
RBC Dain Rauscher INC.Broker
June 1998 - November 2004 · 6 yrs 5 mos
UBS Securities LLCBroker
November 1996 - June 1998 · 1 yr 7 mos
Oppenheimer & CO., INC.Broker
April 1996 - November 1996 · 7 mos
State Registrations2 states
CTNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.