Investment adviser representative · The Wealth Consulting Group
Carol Ann Donahue
CRD 5969905 · San Diego, CA
At a glance
Carol Ann Donahue is an investment adviser representative with The Wealth Consulting Group in San Diego, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Carol Ann’s SEC record dates to 2015, about 11 years ago. Designations on file: Chartered Financial Consultant.
Current advisory firm
- The Wealth Consulting GroupSince July 2018San Diego, CA · $6.3B in regulatory assets
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Carol’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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