Brendan Joseph Donahue

Employer firm

Sovereign Financial Services CRD 127151

$38.0M regulatory AUM

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

• 01/2011 → Present
  Ing Financial Partners, Inc.
  Windsor, CT

Previous Registrations

• 2011-01-03 → 2012-08-31
  Voya Financial Advisors, Inc.
  Windsor, CT
• 2010-09-08 → 2011-01-03
  Voya Financial Partners, Llc
  Windsor, CT
  Windsor, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-09-03
• S63 Uniform Securities Agent State Law Examination
  2007-11-01