Kathleen M Donnelly
Investment Adviser Representative at Blackridge Asset Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kathleen M. Donnelly is an investment adviser representative with Blackridge Asset Management, LLC in Tierra Verde, FL, where they have been registered since 2017. They have worked in the securities industry since 1985 and have been registered with 4 firms, including NEXT Financial Group, Inc. and Financial Telesis, Inc. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Florida.
Registrations & licenses
- Investment adviser:
- Florida
- Broker:
4 states and territories
Arizona, Florida, Georgia, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- TFP BrokerageMay 2017 – Feb 2025Duluth, GA
- Sunbelt Partners, LLCApr 2011 – Nov 2024Jacksonville, FL
- NEXT Financial GroupSep 2014 – May 2017Johns Creek, GA
- Blackridge Asset Management, LLCMay 2017 – no end date reportedWilliamsville, NY
- Peak Brokerage Services, LLCMay 2017 – no end date reportedJupiter, FL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Blackridge Asset Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $25,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 74
- Offices listed on AdvisorFinder:
- 21
- Main office:
- Jupiter, FL
- SEC file number:
- 801-108114
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 25, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kathleen M Donnelly has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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