DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Robert Donnelly

Kovack Advisors, Inc.BD affiliatedFeasterville, Pa IA-onlyIAPD 1150434

Chartered Financial Consultant

Feed of 09/14/2026

Also filed as Robert T Donnelly

At current firm

3 y

since Jun 22, 2023

In the industry

32 y

since Oct 5, 1993 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Kovack Advisors, Inc. BD affiliated current
since Jun 22, 2023 · Feasterville, Pa
Alpha Advisors Alliance, LLC unclassified
Apr 1, 2019 to Dec 31, 2023 · Richboro, Pa
Woodbury Financial Services, Inc. former
Mar 1, 2019 to Apr 3, 2019 · Richboro, Pa
Questar Asset Management, Inc. former
Jan 23, 2018 to Mar 1, 2019 · Richboro, Pa
Concourse Financial Group Advisors former
Mar 7, 2016 to Feb 18, 2018 · Medford, Nj

Moves

a registration end followed by a registration begin elsewhere

Alpha Advisors Alliance, LLC to Kovack Advisors, Inc.
left Dec 31, 2023, registered Jun 22, 2023 (-192 days) · Other
Woodbury Financial Services, Inc. to Alpha Advisors Alliance, LLC
left Apr 3, 2019, registered Apr 1, 2019 (-2 days) · Other
Questar Asset Management, Inc. to Woodbury Financial Services, Inc.
left Mar 1, 2019, registered Mar 1, 2019 (0 days) · corporate re-registration, not a move
Concourse Financial Group Advisors to Questar Asset Management, Inc.
left Feb 18, 2018, registered Jan 23, 2018 (-26 days) · Other

Signals

Robert Donnelly left Alpha Advisors Alliance, Llc for Kovack Advisors, Inc. (registered 2023-06-22)
Dec 31, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 32derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address