CD
CD

Christopher Michael Donovan

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net WorthBusiness OwnersMedical Professionals
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
105 advisors
Number of Clients
3,698 clients
Average Client Portfolio
$867K average
Assets Under Management
$3.2B

Fee Structure

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Location

1555 Iyannough Road, 2nd Fl, Hyannis, MA, 02601

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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

Christopher is an independent contractor appointed with outside insurance carriers to broker non-registered insurance products, dedicating minimal time to this activity. He also operates under the DBA name of Harding Financial & Insurance to sell New York Life products and services and broker non-registered insurance products.

Employment History
Current Registrations
Diversify Advisory Services, LLC
October 2025 - Present · 4 mos
Dfpg Investments, LLCBroker
October 2025 - Present · 4 mos
Previous Registrations
Eagle Strategies LLC
April 2021 - November 2025 · 4 yrs 7 mos
Nylife Securities LLCBroker
September 2016 - November 2025 · 9 yrs 2 mos
State Registrations15 states
AZCACOCTFLMAMENCNHNJNMNYRIVAVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.