Dominique A Donovan

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 07/2011 → 11/2016
  Wells Fargo Advisors Llc
  Beverly, MA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Beverly, MA

Previous Registrations

• 2010-02-23 → 2010-12-17
  Morgan Stanley
  Boston, MA
  Boston, MA

Other Businesses

AUNT'S REVOCABLE TRUST; INV RELATED; NEW YORK, NY; CO-TRUSTEE; 05/2025; 3 HOURS PER MONTH; 3 HOURS DURING TRADING; ASSIST FAMILY MEMBER WITH DAY-TO-DAY FINANCES

Exams

• S66 Uniform Combined State Law Examination
  2009-01-12

Other Names

• Dominique Anne Joly
• Dominique Schanley