Paul Gregory Donnelly

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 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

• 09/1999 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/1999 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

2/1/2000-present, Partner, Healthcare Business Planning Group, LLC, market various services to physicians, 522 Hwy 9 North, Manalapan, NJ 07726, 5 hrs/month, $0 comp; 01/01/2000, Owner, rental property, 64 Brinckerhoff Ave, Freehold, NJ, 1 hr/month, $30000 annual comp.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-14
• S63 Uniform Securities Agent State Law Examination
  1996-09-09