Matthew Christian Donahue

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 04/2014 → 11/2016
  Wells Fargo Advisors, Llc
  Denver, CO
• 11/2016 → 02/2019
  Wells Fargo Clearing Services, Llc
  Denver, CO
• 02/2019 → Present
  Raymond James & Associates
  Boulder, CO

Previous Registrations

• 2014-04-25 → 2019-02-27
  Wells Fargo Clearing Services, Llc
  Denver, CO
  Broomfield, CO
  Englewood, CO
  Breckenridge, CO
  Dillon, CO
  Frisco, CO
  Thornton, CO
  Louisville, CO
  Denver, CO
  Boulder, CO
• 2012-08-15 → 2014-05-06
  Bancwest Investment Services, Inc.
  Centennial, CO
  Highlands Ranch, CO
  Highlands Ranch, CO
  Lone Tree, CO
  Centennial, CO
  Centennial, CO
  Greenwood Village, CO
  Denver, CO
  Denver, CO
  Littleton, CO
  Centennial, CO
  Littleton, CO
  Centennial, CO

Exams

• S66 Uniform Combined State Law Examination
  2012-02-10