Secretary · FSA Wealth Partners
Kim M. Donohue
CRD 7216946 · Named on Form ADV at one SEC-registered adviser
At a glance
FSA Wealth Partners, an SEC-registered wealth manager based in Rockville, MD with $820 million in regulatory assets, lists Kim M. Donohue on its Form ADV as Secretary.
Firms and roles
- FSA Wealth PartnersSecretaryWealth manager · Rockville, MD · $820M in regulatory assets
AtlasMembers
Kim’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- David R. PetersenFounding Partner, FSA Wealth Partners
- James E. JosephPresident/treasurer Chief Compliance Officer & Partner, FSA Wealth Partners
- Ronald J. RoughChief Investment Officer & Partner, FSA Wealth Partners
- KIMBERLY A. BasenbackDirector of Financial Planning & Partner, FSA Wealth Partners
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kim’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.