Ross
Donaghay
Capital Analysts
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About this Advisor
Ross Donaghay is a financial advisor based in Tucson, Arizona, working with Capital Analysts. Ross has previously held positions at Lincoln Investment, Amphitheater School District, North West YMCA, Salpointe Catholic High School, Marana Unified School District, Southern Arizona Volleyball Academy, Sports Authority, Arizona National Guard, University of Arizona Women's Club Volleyball, Pima Community College, University of Arizona, and Aim Wealth Partners. Ross has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Ross is part of Capital Analysts, which operates out of Tucson, Arizona. The firm has 277 offices and 705 employees. The firm manages assets totaling $7.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Capital Analysts includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Capital Analysts Brokerage Details
$7,095,906,836
705
22,363
$317,306
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Ross Donaghay Work History
Lincoln Investment
University Of Arizona Womens Club Volleyball
Aim Wealth Partners
Marana Unified School District
Salpointe Catholic High School
Southern Arizona Volleyball Academy
University Of Arizona
Amphitheater School District
North West Ymca
Sports Authority
Arizona National Guard
Pima Community College
Disclosures
Please visit the SEC profile of Ross Donaghay to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capital Analysts
Tucson, AZ
Worcester, MA
Braintree, MA
Phoenix, AZ
Amherst, MA
Feeding Hills, MA
Braintree, MA
Littleton, MA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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