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Robert Y. Donnell

Southbridge Advisors, LLC

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About Robert Y. Donnell

Robert Y. Donnell is a financial advisor in Marietta, GA. He has been in the industry since 2002 and is currently registered with Southbridge Advisors, LLC. Robert Y. Donnell is a Certified Financial Planner and holds the Series 7 and Series 66 licenses. Robert Y. Donnell has experience with a wide range of clients, including individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Southbridge Advisors, LLC provides financial planning, portfolio management for individuals, and selection of other advisors services.

Firm Information

Robert Donnell is currently registered with Southbridge Advisors, LLC. Southbridge Advisors, LLC is an investment advisor based in Marietta, GA. The firm provides financial planning, selection of other advisors, and portfolio management services for individuals and high-net-worth individuals, as well as pension and profit-sharing plans. They manage approximately $303 million in assets and have a total of 620 client accounts.
Southbridge Advisors, LLC

533 JOHNSON FERRY ROAD

MARIETA, GA 30068

$303.05M

Assets Under Management

19

Total Clients

6

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 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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Robert Donnell’s Registration & Firm History

GA

12/13/2019 - Present

Southbridge Advisors, LLC (MARIETA GA)

GA

09/09/2011 - 04/05/2018

TRIAD ADVISORS LLC (SMYRNA GA)

GA

02/13/2002 - 09/13/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 03/01/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/05/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/12/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Y. Donnell.
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