Unclaimed
Robert Scott Donohue is a financial professional with over 40 years of experience in the industry. Donohue is currently registered with RBC Capital Markets, LLC and is active in both Broker-Dealer and Investment Advisor capacities. Donohue has previously been registered with JANNEY MONTGOMERY SCOTT LLC, BROWN, LISLE/CUMMINGS, INC., and BARCLAY INVESTMENTS, INC.. Donohue provides portfolio management for individuals, businesses, and pooled investment vehicles. Donohue also offers financial planning and educational seminars.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
RI
09/10/2021 - Present
RBC Capital Markets, LLC (PROVIDENCE RI)
PA
03/03/1994 - 09/03/2004
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
RI
04/05/1988 - 03/05/1994
BROWN, LISLE/CUMMINGS, INC. (PROVIDENCE RI)
NY
01/16/1982 - 05/18/1988
BARCLAY INVESTMENTS, INC. (NEW YORK NY)
BOTH
Issued 09/04/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/1982
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1980
Series 7 - General Securities Representative Examination
Active
Inactive
B
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
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, 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 PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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