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Edward Patrick Donnellan

24 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
68 advisors
Number of Clients
1,675 clients
Average Client Portfolio
$227K average
Assets Under Management
$379.5M

Fee Structure

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Location

28-41 Steinway Street, Astoria, NY, 11103

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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

Edward is a CPA/Officer at Tax Shoppe, spending nearly full-time on tax preparation and accounting. He also sells life, health, and disability insurance, dedicating minimal time to this activity.

Employment History
Current Registrations
Latitude Advisors, LLC
August 2021 - Present · 4 yrs 6 mos
Gwn Securities INC.Broker
January 2010 - Present · 16 yrs 1 mo
Previous Registrations
Medallion Investment Services, INC.Broker
January 2006 - December 2009 · 3 yrs 11 mos
Long Island Financial Group, INC.Broker
October 2004 - October 2005 · 1 yr
Terra Securities CorporationBroker
June 2004 - September 2004 · 3 mos
Hochman & Baker Securities, INC.Broker
June 2003 - June 2004 · 1 yr
Sentra Securities CorporationBroker
July 2000 - January 2003 · 2 yrs 6 mos
State Registrations1 state
NY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.