Louis S Donato

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

• 12/2014 → 09/2019
  Nylife Securities Llc
  Waltham, MA
• 09/2014 → 09/2019
  New York Life Insurance Co
  Waltham, MA
• 08/2016 → 09/2019
  Eagle Strategies Llc
  Waltham, MA
• 09/2019 → 04/2022
  Citizens Securities, Inc.
  Boston, MA
• 04/2022 → Present
  Wells Fargo Clearing Services, Llc
  Boston, MA

Previous Registrations

• 2019-11-27 → 2022-04-12
  Citizens Securities, Inc.
  Boston, MA
  Boston, MA
  Burlington, MA
  Boston, MA
  South Boston, MA
  Boston, MA
  Boston, MA
  Boston, MA
  Woburn, MA
  Boston, MA
  Boston, MA
  Boston, MA
  Boston, MA
  Boston, MA
• 2016-08-29 → 2019-09-18
  Eagle Strategies Llc
  Waltham, MA
• 2012-06-11 → 2014-11-05
  National Planning Corporation
  Woburn, MA
• 2008-03-05 → 2009-04-16
  Morgan Stanley & Co. Llc
  Westport, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-02-06
• S63 Uniform Securities Agent State Law Examination
  2007-06-02

Other Names

• Louis Donato
• Louis S Donato
• Louis Stephen Donato