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Melissa Michelle Donahue

Bancroft Capital, LLC

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About Melissa Michelle Donahue

Melissa Michelle Donahue is a financial professional with over 20 years of experience in the industry. Melissa has a diverse background, having worked for several firms including First Union Securities, Inc. and Boenning & Scattergood, Inc.. Melissa currently holds a Series 7, Series 6, Series 24, Series 55, Series 57TO and Series 99TO. Melissa provides financial planning and pension consulting services through Bancroft Capital, LLC.

Firm Information

Melissa Donahue is currently registered with Bancroft Capital, LLC. Bancroft Capital, LLC is a Limited Liability Company formed in July 2017. The firm provides financial planning and pension consulting services to a variety of clients. They are registered with the SEC and in 34 states. They have 4 investment adviser representatives and 4 registered representatives.

Not reported

Assets Under Management

Not reported

Total Clients

30

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.

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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Melissa Donahue’s Registration & Firm History

PA

03/16/2021 - Present

Bancroft Capital, LLC (FORT WASHINGTON PA)

PA

05/07/2001 - 03/12/2021

BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)

MO

10/01/1999 - 11/30/2000

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

NC

09/01/1999 - 10/01/1999

FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)

PA

09/10/1998 - 07/09/1999

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BC

Issued 07/29/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/10/2022

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/23/2001

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 02/13/2001

Series 7 - General Securities Representative Examination

BC

Issued 09/08/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Melissa Michelle Donahue.
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