Michael Donato

$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_RES	2026-07-30
NJ	RA	APPROVED	2026-07-08

Branch Locations

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

Organization	City	State	From	To
Knox Grove Financial	Pennington	NJ	03/2020	04/2026
Sprig Market	Red Bank	NJ	07/2017	03/2020
Old Glory	Keyport	NJ	01/2016	07/2017
Osaic	Pennington	NJ	10/2023	06/2025
The Ameriflex Group	Las Vegas	NV	07/2024	04/2026
Cambridge Investment Research, Inc.	Fairfield	IA	06/2025	04/2026
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Red Bank	NJ	06/2026	Present
Bank Of America, N.A.	Red Bank	NJ	07/2026	Present

03/2020 → 04/2026

Knox Grove Financial

Pennington, NJ
07/2017 → 03/2020

Sprig Market

Red Bank, NJ
01/2016 → 07/2017

Old Glory

Keyport, NJ
10/2023 → 06/2025

Osaic

Pennington, NJ
07/2024 → 04/2026

The Ameriflex Group

Las Vegas, NV
06/2025 → 04/2026

Cambridge Investment Research, Inc.

Fairfield, IA
06/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Red Bank, NJ
07/2026 → Present

Bank Of America, N.A.

Red Bank, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-07-08

Nearby Firms