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Charity Colahan Donnan

Capitol Securities Management, Inc.

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About Charity Colahan Donnan

Charity Colahan Donnan is a financial advisor with over 25 years of experience. She currently works at Capitol Securities Management, Inc. Charity is registered to offer securities in several states, including New York, California, Florida, Indiana, Michigan, and Nevada. Charity has also worked for firms such as THE CONCORD EQUITY GROUP, LLC, KIRLIN SECURITIES INC., and PRUDENTIAL SECURITIES INCORPORATED.

Firm Information

Charity Donnan is currently registered with Capitol Securities Management, Inc.. Capitol Securities Management, Inc. is a corporation formed in March 1981 and based in Glen Allen, Virginia. They are an SEC-registered investment advisor with over 100 investment advisor representatives and licensed agents. The firm manages between $1 billion and $10 billion in client assets and offers a variety of advisory services including financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors. Their clients include high-net-worth individuals, trusts and estates, corporations, individuals other than high-net-worth, pension plans, and charitable organizations. They are registered in all 50 states and the District of Columbia.
Capitol Securities Management, Inc.

4050 INNSLAKE DRIVE

GLEN ALLEN, VA 23060

$1.40B

Assets Under Management

51

Total Clients

139

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charity Donnan’s Registration & Firm History

NY

11/24/2006 - Present

Capitol Securities Management, Inc. (ROCHESTER NY)

NY

06/17/2005 - 11/29/2006

THE CONCORD EQUITY GROUP, LLC (ROCHESTER NY)

NY

09/15/2000 - 07/06/2005

KIRLIN SECURITIES INC. (SYOSSET NY)

NY

09/26/1996 - 09/06/2000

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

MA

05/06/1996 - 09/24/1996

COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)

NY

11/11/1993 - 09/08/1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/10/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/01/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/10/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Charity Colahan Donnan. Review regulatory record here.
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