CODY DONATI is an investment adviser representative (IAR) with state registration records since 2011, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2016-07-22 | 2018-07-13 | — |
| PNC WEALTH MANAGEMENT | 2013-01-31 | 2016-06-16 | — |
| EDWARD D. JONES & CO., L.P. | 2011-09-12 | 2013-01-04 | — |