Andrew Donatelli is a registered investment advisor, based in New York, NY, with 13 years of industry experience.
Location
30 Rockefeller Plaza, New York, NY, 10112
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Lazard Asset Management LLC
October 2021 - Present · 4 yrs 6 mos
Lazard Asset Management Securities LLCBroker
October 2021 - Present · 4 yrs 6 mos
Previous Registrations
LPL Financial LLC
November 2016 - October 2021 · 4 yrs 11 mos
LPL Financial LLCBroker
August 2015 - October 2021 · 6 yrs 2 mos
Vanguard Marketing CorporationBroker
July 2012 - June 2015 · 2 yrs 11 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.