Kathleen Donnelly, financial advisor Jupiter FL

Kathleen Donnelly

CRD Number: 1030266
Current Firm: Blackridge Asset Management, LLC

Kathleen Donnelly (CRD# 1030266) is an Investment Advisor Representative working at Blackridge Asset Management, LLC in Jupiter, FL and has over 13 years of experience in the finance industry. Kathleen Donnelly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Tfp Brokerage Duluth, GA May 2017 - Current 6
Blackridge Asset Management, LLC Williamsville, NY May 2017 - Current 6
Sunbelt Partners, LLC Jacksonville, FL Apr 2011 - Current 12
Next Financial Group Johns Creek, GA Sep 2014 - May 2017 2
Financial Telesis Inc. San Rafael, CA Sep 2011 - Sep 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2010
S65 NASAA Investment Advisors Law Examination Jan 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Kathleen M. Donnelly
Phone Number: 561-641-5050
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    143
    MILLIONS
  • Total Number of Accounts
    806
    ACCOUNTS
  • Average Account Value
    $176,871
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, VT, WA, WI

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