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Thomas William Donnelly

Investment Adviser Representative at NAVELLIER & ASSOCIATES INC

New York, NYCRD #1566398Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
37 yrs
States Registered
1 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Thomas William Donnelly has worked in the securities industry since 1989. They are registered to provide investment advisory services in Nevada.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Nevada
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/22/2014
Series 63
Uniform Securities Agent State Law Examination
Passed 1/13/1987
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/20/1986

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
PCG $500,000 to $1,500,0001.00%
PCG $1,500,001 to $2,500,0000.90%
PCG $2,500,001 to $5,000,0000.85%
PCG $5,000,000+0.70%
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Navellier & Associates Inc Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

NAVELLIER & ASSOCIATES INCCurrent
7/18/2016New York, NY
ADVISORS ASSET MANAGEMENT, INC.
7/24/20143/17/2016Melville, NY
CLAYMORE ADVISORS, LLC
12/5/200611/4/2008Hicksville, NY

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Thomas William 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.