Erik
Donohue
Deutsche Bank Securities Inc
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About this Advisor
Erik Donohue is a financial advisor based out of New York, New York, with a total of 1 year of industry experience. Donohue is on the advisory team at Deutsche Bank Securities Inc. Over the course of their career, Donohue has held roles at Citi Private Bank, Deutsche Bank Trust Company Americas (Affiliate Of Dbsi) and Deutsche Bank Securities Inc. Donohue holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in New York. Deutsche Bank Securities Inc is a firm based out of New York, NY. The firm has a total of 1,585 advisors. It controls $21 million in total assets between its 15 customer accounts, making it one of the smaller investment advisory firms in the United States by assets under management. Of its 15 client accounts, 47% are held by high-net-worth clients who have at least $1 million in assets available to invest. The firm provides a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and security rating services. Financial advisory fee schedules typically are based on which services are provided. However, fees billed by Deutsche Bank Securities Inc can include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Deutsche Bank Securities Inc Brokerage Details
$21,348,952
1,585
15
$1,423,263
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Security ratings or pricing services
Erik Donohue Work History
Erik has been registered as a financial advisor for 1 years.*
Deutsche Bank Trust Company Americas (Affiliate Of Dbsi)
Deutsche Bank Securities Inc
Citi Private Bank
*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 Erik Donohue 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 Deutsche Bank Securities Inc
Los Angeles, CA
Jacksonville, FL
New York, NY
New York, NY
Jacksonville, FL
New York, NY
New York, NY
Los Angeles, CA
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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