Thomas Patrick Donahue

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1997 → Present
  Thomas P. Donahue & Associates, Llc
  Binghamton, NY
• 05/2011 → 01/2025
  Lincoln Financial Securities Corporation
  Marietta, NY
• 01/2025 → Present
  Osaic Wealth, Inc.
  Marietta, NY

Previous Registrations

• 2021-11-01 → 2025-01-24
  Osaic Fs, Inc.
  Marietta, NY
  Skaneateles, NY
  Concord, NH

Other Businesses

1) THOMAS DONAHUE & ASSOCIATES DBA DONAHUE FINANCIAL MANAGEMENT GROUP POSITION: member NATURE: LLC, sales and service of insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/1997 ADDRESS: 2794 State Route 174, Marietta NY 13110, United States DESCRIPTION: sales and service of insurance 2)THOMAS DONAHUE 1 SONG MOUNTAIN ROAD TULLY, NY CATEGORY: BOARD OF DIRECTORS, NOT FOR PROFIT INVESTMENT-RELATED: NO TITLE: BOARD MEMBER/DIRECTOR DUTIES: OVERSIGHT/MANAGEMENT OF PROGRAMMING START DATE: 1/2019 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 0 3)THOMAS DONAHUE, 973 S. PARSONS RD., MANNSVILLE, NY CATEGORY: REAL ESTATE RENTAL INVESTMENT RELATED: YES TITLE: OWNER DUTIES: OWN RENTAL PROPERTY, COLLECT RENT; MANAGE RENTAL ACTIVITIES START DATE: 6/2023 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2 4) CENTRAL NEW YORK SKI RACING FOUNDATION POSITION: Board Member, Director NATURE: Youth alpine racing ski team. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 1 Song Mountain Rd, Tully NY 13159, United States DESCRIPTION: Customary board of director duties. Director position to provide general oversight and management of programming. Duties will not involve management of funds (financial accounts) for the organization. 5) DONAHUE FINANCIAL MANAGEMENT GROUP POSITION: Investment Advisor NATURE: Marketing name (DBA) for Thomas Donahue, for Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/29/2006 ADDRESS: 2794 State Route 174, MARIETTA NY 13110-9778, United States DESCRIPTION: Activities as IA.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-01
• S63 Uniform Securities Agent State Law Examination
  1997-03-13

Other Names

• Thomas P Donahue