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Patrick Wetherill Donovan

Vanguard Advisers, Inc.

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About Patrick Wetherill Donovan

Patrick Wetherill Donovan is an Investment Advisor Representative at Vanguard Advisers, Inc., a firm with approximately 151,862 clients. Patrick is registered with the state of Pennsylvania and Texas. Patrick has been in the financial industry since 2021 and has passed the SIE, Series 7 and Series 66 exams. Patrick also has a current license to sell Life Accident Health Insurance through The Vanguard Group, Inc. Patrick specializes in providing financial planning services, portfolio management for businesses, and portfolio management for individuals. Patrick focuses on serving High Net Worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

Firm Information

Patrick Donovan is currently registered with Vanguard Advisers, Inc.. Vanguard Advisers, Inc. is a registered investment advisor headquartered in Malvern, Pennsylvania. With a focus on portfolio management for individuals, businesses, and pooled investment vehicles, the firm offers comprehensive financial planning services and specializes in selecting other advisors. Vanguard Advisers manages over $333 billion in assets for clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm has a strong online presence, with active profiles on LinkedIn, Facebook, Instagram, YouTube, Reddit, and Twitter.
Vanguard Advisers, Inc.

100 VANGUARD BLVD

MALVERN, PA 19355

$333.07B

Assets Under Management

151,862

Total Clients

2,326

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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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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Patrick Donovan’s Registration & Firm History

PA

06/03/2022 - Present

Vanguard Advisers, Inc. (Malvern PA)

PA

05/05/2021 - 05/13/2022

AMERIPRISE FINANCIAL SERVICES, LLC (KING OF PRUSSIA PA)

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Licenses & Designations

BOTH

Issued 07/13/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/05/2021

Series 7TO - General Securities Representative Examination

BC

Issued 04/26/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Wetherill Donovan.
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