Donna Marie Gora

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-04-08
FL	RA	APPROVED	2019-09-13

Branch Locations

Bradenton, FL • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Jacksonville	FL	12/2016	05/2019
Bank Of America	Jacksonville	FL	06/2013	12/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Sarasota	FL	06/2019	Present
Unemployed	Jacksonville	FL	05/2019	06/2019
Bank Of America, N. A.	Sarasota	FL	08/2019	Present

12/2016 → 05/2019

Fidelity Brokerage Services Llc

Jacksonville, FL
06/2013 → 12/2016

Bank Of America

Jacksonville, FL
06/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Sarasota, FL
05/2019 → 06/2019

Unemployed

Jacksonville, FL
08/2019 → Present

Bank Of America, N. A.

Sarasota, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-09-11
S63	Uniform Securities Agent State Law Examination	2017-01-25

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