Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donovan? Claim Your ProfileDonovan Gregory Mannato is a financial advisor with over 25 years of experience in the financial services industry. Donovan currently works for Wells Fargo Clearing Services, LLC, with branch office locations in New York and Rumson. Donovan has previously worked for Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Chase Investment Services Corp., and Quest Capital Strategies, Inc. Donovan is a registered representative and investment advisor in multiple states including New York, New Jersey, Texas, and more. Donovan offers a wide range of financial services to individuals, businesses, and institutions.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
06/07/2012 - Present
Wells Fargo Clearing Services, LLC (NEW YORK NY)
NY
06/01/2009 - 06/14/2012
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
02/10/2006 - 04/02/2007
MORGAN STANLEY DW INC. (NEW YORK NY)
NY
02/09/1998 - 02/14/2006
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
CA
10/03/1997 - 02/10/1998
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
IA
Issued 05/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 10/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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