Robert Donnelly

Employer firm

Kovack Advisors, Inc. CRD 140808

$6.28B regulatory AUM 205 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2015 → 01/2018
  Proequities, Inc.
  Paoli, PA
• 01/2018 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 01/2018 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → 04/2019
  Woodbury Financial Services, Inc.
  Richboro, PA
• 04/2019 → Present
  Alpha Advisors Alliance, Llc
  Richboro, PA
• 06/2023 → Present
  Kovack Advisors, Inc.
  Fort Lauderdale, FL

Previous Registrations

• 2019-04-01 → 2023-12-31
  Alpha Advisors Alliance, Llc
  Richboro, PA
• 2019-03-01 → 2019-04-03
  Woodbury Financial Services, Inc.
  Richboro, PA
• 2018-01-23 → 2019-03-01
  Questar Asset Management, Inc.
  Richboro, PA
  Minneapolis, MN
• 2016-03-07 → 2018-02-18
  Concourse Financial Group Securities, Inc.
  Medford, NJ
  Paoli, PA
  Paoli, PA

Other Businesses

1) DBA - ALPHA FINANCIAL COMPANIES, INC. - 1527 PLEASANT DRIVE, FEASTERVILLE, PA 19053; INVESTMENT RELATED; FIXED INSURANCE AGENCY; PRESIDENT; 30% OF TIME SPENT. 2) SOUTHHAMTON BUSINESS ASSOCIATION - 749 CHERRY LN., SOUTHHAMPTON, PA 18966; NON-INVESTMENT RELATED; NETWORKING WITH LOCAL BUSINESSES; VICE PRESIDENT; 5% OF TIME SPENT. 3) UMS FMO - 100 CENTURY PARKWAY, SUITE 240, MT. LAUREL, NJ 08054; NON-INVESTMENT RELATED; INSURANCE AND ANNUITY BACK OFFICE SUPPORT; AGENT; 5% OF TIME SPENT.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-10
• S63 Uniform Securities Agent State Law Examination
  1993-10-05

Designations

• Chartered Financial Consultant

Other Names

• Robert T Donnelly
• Bob Donnelly
• Robert Thomas Donnelly