Jude
Donato

Lockton Investment Advisors, LLC

CRD#5627950
Investment Advisor
in New York, NY

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About this Advisor

Jude Donato is a financial advisor based in New York, New York, working with Lockton Investment Advisors, LLC. Jude has previously held positions at Lockton Companies, LLC, Lockton Investment Advisors, LLC, and Lockton Financial Advisors, LLC. Jude has passed the Series 65 regulatory exam and is registered to provide services in the District of Columbia. Currently, Jude is part of Lockton Investment Advisors, LLC, which operates out of New York, New York. The firm has 29 employees and offers other services. The fee structure at Lockton Investment Advisors, LLC includes other fees.

Certifications and Registrations

Series 65

Services Offered

Other

Fee Structure

Others

Office Location

1185 Avenue Of The Americas, Suite 2010
New York, NY 10036

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Lockton Investment Advisors, LLC Brokerage Details

Total Number of Employees

29

NY Average: 458

Investment Advisory Services

  • Other

Jude Donato Work History

2009 - Present (15 years)

Lockton Investment Advisors, LLC

2008 - Present (16 years)

Lockton Financial Advisors, LLC

2006 - Present (18 years)

Lockton Companies, LLC

Disclosures

Please visit the SEC profile of Jude Donato 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 Lockton Investment Advisors, LLC

Michael Pierce
Kansas City, MO
Michael Monahan
Minneapolis, MN
Kril Cunningham
Dallas, TX
Matthew Filing
Kansas City, MO
Keith Mulvihill
Washington, DC
Robert Lindquist
Kansas City, MO
Jeffrey Wallace
La Jolla, CA
Robert Andrew
Denver, CO

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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