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Thomas C Donato

Meridian Equity Partners, Inc.

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About Thomas C Donato

Thomas Donato is a financial professional with over 18 years of experience in the securities industry. He has held various roles in the industry including at Cuttone & Co., Inc. and currently works at Meridian Equity Partners, Inc. Thomas has a strong background in trading, operations, and securities regulations, and is licensed to conduct business in Connecticut, New Jersey, and New York.

Firm Information

Thomas Donato is currently registered with Meridian Equity Partners, Inc.. Meridian Equity Partners, Inc. is a Corporation formed on November 26, 2004. The firm has been approved to operate in 9 states and has 1 approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

20

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.

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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Thomas Donato’s Registration & Firm History

NY

05/20/2005 - Present

Meridian Equity Partners, Inc. (NEW YORK NY)

NY

09/23/2004 - 05/23/2005

CUTTONE & CO., INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/31/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/27/2007

Series 4 - Registered Options Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/2006

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 02/08/2005

Series 25 - NYSE Trading Assistant Examination

BC

Issued 01/26/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Thomas C Donato.
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