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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Ann Donatiello is a financial advisor with over 20 years of experience in the financial services industry. She is currently registered with Morgan Stanley and has held previous positions with Cazenove Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Sanford C. Bernstein & Co., LLC, and Sanford C. Bernstein & Co., Inc.. Patricia Ann Donatiello is licensed to provide investment advice in 47 states and the District of Columbia. Her areas of specialization include asset allocation, financial planning, and portfolio management for businesses, individuals, 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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MA
04/23/2020 - Present
Morgan Stanley (Boston MA)
NY
01/22/2004 - 04/04/2008
CAZENOVE INCORPORATED (NEW YORK NY)
NY
09/07/2001 - 04/04/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
12/07/2000 - 06/12/2001
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
03/24/1999 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
MA
07/21/1993 - 09/24/1998
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
BOTH
Issued 04/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/15/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/28/1998
Series 3 - National Commodity Futures Examination
BC
Issued 07/20/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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