Ann Margaret
Donnelly

Mma Securities LLC

CRD#2466132
Investment Advisor
in New York, NY

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About this Advisor

Ann Margaret Donnelly is a financial advisor based in New York, New York, working with Mma Securities LLC. Ann has previously held positions at Shelton Capital Management, Summit Event Center, Mariner Wealth Advisors, Marsh Mclennan Agency, and Mma Securities LLC. Ann has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Connecticut and New York. Currently, Ann is part of Mma Securities LLC, which operates out of New York, New York. The firm has 27 offices and 181 employees. The services offered by the firm include pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Mma Securities LLC includes hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Hourly Charges, Fixed Fees, Commissions, Others

Office Location

350 Madison Ave 7Th Floor
New York, NY 10017

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Mma Securities LLC Brokerage Details

Total Number of Employees

181

NY Average: 88

Investment Advisory Services

  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Ann Margaret Donnelly Work History

2024 - Present (1 year)

Marsh Mclennan Agency

2024 - Present (1 year)

Mma Securities LLC

2021 - Present (4 years)

Mariner Wealth Advisors

2018 - 2021 (3 years)

Shelton Capital Management

2005 - 2017 (12 years)

Summit Event Center

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Ann Margaret Donnelly 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 Mma Securities LLC

Matthew Posteuca
Minneapolis, MN
Israel Gratrix
San Diego, CA
Joshua Condron
Boston, MA
Cy Freeman
San Diego, CA
Michael Serra
Boston, MA
Marc Zimmerman
Boston, MA
Taylor Clark
Austin, TX
Winfred Boyce
Fairburn, GA

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