Adam Charles Donohoe

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

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

• 12/2016 → Present
  Mass Mutual Life Insurance Company
  Mechanicsville, VA
• 02/2018 → Present
  Mml Investors Services, Llc
  Mechanicsville, VA
• 05/2016 → 12/2017
  Hermitage Country Club
  Manakin Sabot, VA

Other Businesses

(1) NAME: ADAM DONOHOE OR FINANCIAL GROUP OF VA OR VARIOUS CARRIERS INV REL: Y ADDR: 9137 CHAMBERLAYNE RD, STE 204, MACHANICSVILLE, VA 23116 NATURE: NON-MMLIA INSURANCE BROKERAGE: LIFE AND HEALTH POSITION: AGENT START: 01/2018 NO HRS/MO: 5 NO HRS/MO DURING TRADING: 5. (2) NAME: LEGACY PARTNERS LLC INV REL: Y ADDR: 9137 CHAMBERLAYNE RD MECHANICSVILLE VA 23116 NATURE: FINANCIAL PLANNING SERVICES POSITION: FINANCIAL ADVISOR START: 5/16/2022 NO HRS/MO: 40 NO HRS/MO DUR TRADING: 40 DESCRIBE DUTIES: HELP CLIENTS WITH FINANCIAL PLANNING NEEDS- RETIREMENT, INSURANCE, AND INVESTMENTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-04-12
• S63 Uniform Securities Agent State Law Examination
  2018-05-14

Other Names

• Adam Donohoe