Douglas
Donnelly
The Institute
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About this Advisor
Douglas Donnelly is a financial advisor based in Seattle, Washington, working with The Institute. Douglas has previously held positions at Dinosaur Securities, LLC, Concert Global Group LTD, Concert Wealth Management, Inc, Stephen A. Kohn & Associates, LTD, Institute For Wealth Consultants, Inc, and Institute For Wealth Management LLC. Douglas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Washington. Currently, Douglas is part of The Institute, which operates out of Seattle, Washington. The firm has 6 offices and 2 employees. The firm manages assets totaling $926.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at The Institute includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Institute Brokerage Details
$926,916,698
2
1,787
$518,700
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Douglas Donnelly Work History
Institute For Wealth Management LLC
Stephen A. Kohn & Associates, LTD
Institute For Wealth Consultants, Inc
Concert Wealth Management, Inc
Dinosaur Securities, LLC
Concert Global Group LTD
Disclosures
Please visit the SEC profile of Douglas 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 The Institute
Littleton, CO
Seattle, WA
Seattle, WA
Seattle, WA
Littleton, CO
Littleton, CO
Seattle, WA
Littleton, CO
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