Ross
Donaghay
Capital Analysts
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About this Advisor
Ross Donaghay is a financial advisor who works in Tucson, Arizona who has 1 year of industry experience. Donaghay is an advisor for Capital Analysts. Over the course of their career, Donaghay has held roles at Lincoln Investment, United States Army (Active Duty), 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 Womens Club Volleyball, Pima Community College, University Of Arizona and Aim Wealth Partners. Donaghay maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona. Capital Analysts is a registered investment company that has its headquarters in Fort Washington, PA. The company has offices in 274 locations and a total of 682 financial advisors. It controls $6 billion in total assets between its 19,951 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 22 charitable organizations. Of its 19,951 client accounts, 17% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually depend on the type of services provided. Fees billed by Capital Analysts may include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capital Analysts Brokerage Details
$6,286,886,486
682
19,951
$315,116
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
Ross has been registered as a financial advisor for 1 years.*
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
United States Army (Active Duty)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Beachwood, OH
Amherst, MA
Feeding Hills, MA
Waltham, MA
North Dartmouth, MA
Worcester, MA
Tucson, AZ
Amherst, MA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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