# DOUGLAS J DONNELLY

DOUGLAS J DONNELLY is an investment adviser representative (IAR) with state registration records since 1992, appearing at 6 firms. Currently registered with INSTITUTE FOR WEALTH MANAGEMENT LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [INSTITUTE FOR WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/127207) | 2019-05-13 | present | Yes |
| [INSTITUTE FOR WEALTH CONSULTANTS, INC.](https://search.stillhousedata.com/firm/288502) | 2018-01-01 | 2019-04-30 | — |
| [CONCERT WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/141253) | 2014-05-19 | 2018-03-26 | — |
| [NORTHWEST ASSET MANAGEMENT](https://search.stillhousedata.com/firm/147923) | 2012-03-16 | 2013-04-11 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2003-07-01 | 2012-03-13 | — |
| [PRUDENTIAL EQUITY GROUP, LLC](https://search.stillhousedata.com/firm/7471) | 1992-06-30 | 2003-07-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1397094)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1397094.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
