Investment adviser representative · Whitetail Wealth Management
Matthew D. Donovan
CRD 1220849 · Hardwick, NJ
At a glance
Matthew D. Donovan is an investment adviser representative with Whitetail Wealth Management in Hardwick, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Matthew’s SEC record dates to 2005, about 20 years ago.
Current advisory firm
- Whitetail Wealth ManagementSince September 2022Hardwick, NJ · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2005 (20 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Matthew’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
- 8 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
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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.