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Charles Peter Donnelly

Wells Fargo Advisors Financial Network, LLC

Melville , NY

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Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-01-06
TX RA APPROVED 2026-01-06
  • NY RA
    APPROVED
    Since 2026-01-06
  • TX RA
    APPROVED
    Since 2026-01-06

Branch Locations

534 Broadhollow Rd Suite 200 2Nd Fl, Melville , NY 11747 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bank Of America,Na Jericho NY 11/2009 01/2026
Wells Fargo Advisors Financial Network, Llc Melville NY 01/2026 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-12-26
  • S63 Uniform Securities Agent State Law Examination
    1991-12-26
Other Names
  • Charles P Donnelly

View on SEC IAPD

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Other Offices

CLEAR POINT ADVISORS, INC. · MELVILLE, NY
APS WEALTH MANAGEMENT, LLC · MELVILLE, NY
LI WEALTH MANAGEMENT INC · MELVILLE, NY
VOYA FINANCIAL ADVISORS, INC. · MELVILLE, NY
CETERA INVESTMENT ADVISERS LLC · MELVILLE, NY
CETERA INVESTMENT ADVISERS LLC · MELVILLE, NY
THE PINNACLE FINANCIAL GROUP · MELVILLE, NY
VOYA FINANCIAL ADVISORS, INC. · MELVILLE, NY

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