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Theresa Vivian Donatelli

Principle Wealth

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About Theresa Vivian Donatelli

Theresa Vivian Donatelli is a financial advisor with Principle Wealth. Theresa has been working in the financial services industry since 1994 and has a broad range of experience. She has worked with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Theresa is committed to providing her clients with personalized financial advice and guidance. She is also active in the community and volunteers her time with St. Vincent de Paul Place.

Firm Information

Theresa Donatelli is currently registered with Principle Wealth. Principle Wealth, located in Madison, CT, is an investment advisor specializing in financial planning, pension consulting, and portfolio management for individuals and corporations. The firm manages approximately $2.2 billion in assets for 3,356 clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
Principle Wealth

670 BOSTON POST ROAD

MADISON, CT 06443

$2.22B

Assets Under Management

Not reported

Total Clients

15

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.

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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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Theresa Donatelli’s Registration & Firm History

CT

12/08/2020 - Present

Principle Wealth (MADISON CT)

CT

08/07/2013 - 01/11/2021

LPL FINANCIAL LLC (OLD SAYBROOK CT)

CT

11/18/2003 - 08/16/2013

ESSEX FINANCIAL SERVICES, INC. (ESSEX CT)

FL

10/10/1994 - 11/19/2003

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

IA

Issued 01/18/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/17/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/07/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Theresa Vivian Donatelli.
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