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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Donnelly is an investment advisor representative with The Ayco Company, LP, where Donnelly has been registered with FINRA since 2014. Donnelly also holds a Series 65 license as an Investment Advisor Representative, a Series 3 license for Commodity Trading, and a Series 7 license for General Securities. Donnelly is registered in 27 states and has been in the industry since 2002. The Ayco Company, LP is an active investment advisor with offices located in New York, California, Florida, and Illinois. The firm specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and investment companies.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
01/31/2022 - Present
THE Ayco Company, LP (Morristown NJ)
NJ
11/25/2014 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (PARSIPPANY NJ)
MD
05/25/2010 - 09/11/2014
PARK AVENUE SECURITIES LLC (TIMONIUM MD)
MD
09/07/2009 - 03/02/2010
ALLSTATE FINANCIAL SERVICES, LLC (HEREFORD MD)
MD
11/06/2006 - 04/08/2008
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BALTIMORE MD)
MD
01/17/2006 - 10/26/2006
AVONDALE PARTNERS, LLC (BALTIMORE MD)
NC
10/19/2005 - 11/01/2005
WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)
NC
07/01/2003 - 08/26/2005
WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)
MO
06/01/2000 - 07/01/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
IA
Issued 09/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2022
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
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Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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