Michael
Donnelly

Karpus Investment Management

CRD#2971348
Investment Advisor
in Pittsford, NY

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About this Advisor

Michael Donnelly is a certified financial planner working out of Pittsford, New York with a total of 3 years of relevant experience. Donnelly is on the advisory team at Karpus Investment Management. Their career trajectory has included roles at Karpus Investment Management and High Falls Advisors. Donnelly maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida, New York and Texas. Karpus Investment Management is a financial advisory firm that has its headquarters in Pittsford, NY. It has a total of 41 employees. It administers $4 billion in assets between its 2,248 accounts, placing it among the biggest firms in the country by assets under management. The firm serves 49 charitable organizations. Of its 2,248 customer accounts, 34% belong to high-net-worth investors who have at least $1 million in investable assets. Karpus Investment Management provides a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors usually depend on the type of financial services provided. However, fee types charged by Karpus Investment Management typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

183 Sully'S Trail
Pittsford, NY 14534

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Karpus Investment Management Brokerage Details

Total Assets Under Management

$3,454,919,881

NY Average: $7,464,549,021
Total Number of Employees

41

NY Average: 88
Total Number of Accounts

2,248

NY Average: 3,892
Average Account Size

$1,536,886

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Michael Donnelly Work History

Michael has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Karpus Investment Management

2012 - 2018 (6 years)

High Falls Advisors

*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 Michael 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 Karpus Investment Management

Daniel Lippincott
Pittsford, NY
Michael Donnelly
Pittsford, NY
Corey Gallahan
Pittsford, NY
Christine Porter
Pittsford, NY
David Angeline
Pittsford, NY
David D'Ambrosio
Pittsford, NY
Michael Floccare
Pittsford, NY
Richard Cott
Naples, FL

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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