Richard Donado (CRD# 3184559) is an Investment Advisor Representative working at Esi Financial Advisors in New York, NY and has over 25 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| National Life Group | New York, NY | Jun 2021 - Current | 2 |
| Equity Services, Inc. | Montpelier, VT | Jun 2021 - Current | 2 |
| Mml Investors Services, LLC | Warren, NJ | Sep 2015 - Jun 2021 | 5 |
| Massmutual Life Insurance Co | Warren, NJ | Jul 2015 - Jun 2021 | 5 |
| Hornor Towsend & Kent Inc. | Horsham, PA | Nov 2014 - Jul 2015 | < 1 |
| Penn Mutual Life Insurance Co | Horsham, PA | Nov 2014 - Jul 2015 | < 1 |
| Pruco Securities LLC | East Brunswick, NJ | Mar 2008 - Sep 2014 | 6 |
| The Prudential Insurance Co Of America | East Brunswick, NJ | Mar 2008 - Sep 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2003 |
- NY
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Total Assets Under Management2,125MILLIONS
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Total Number of Accounts11,558ACCOUNTS
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Average Account Value$183,834
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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