Every new New York business filing, every dayDonnelly Wealth Advisory Services
DONNELLY WEALTH ADVISORY SERVICES, LLC, Registered Agent
Donnelly Wealth Advisory Services, LLC is a financial advisory firm based in East Setauket, NY, with its principal office at 3 Mondavi Lane. The firm is associated with financial advisor Donald Donnelly, who is a registered representative with Osaic Wealth, Inc. and has previous affiliations with Thomas J Donnelly, Inc. and National Planning Corp. The LLC likely operates as a registered investment advisory entity providing wealth management services.
Filed December 12, 2025 · East Setauket, NY · Suffolk County
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New York Department of State, Division of Corporations · Entity 7781400 · Retrieved May 18, 2026
About Donnelly Wealth Advisory Services
DONNELLY WEALTH ADVISORY SERVICES, LLC filed in New York on December 12, 2025, as a financial advisory firm. The company is listed as its own registered agent. Its domain was registered seven years before filing, on June 1, 2018, through GoDaddy. The website matched the filing's name and address, and we assess it as modern. No annual report or EIN on file yet. We estimate revenue under $100K and 1-5 employees. The company operates from a brick-and-mortar location in East Setauket.
- Domain registered 2,751 days before filing, indicating a long-standing online presence.
- Filed as its own registered agent, a personal filing approach.
- Website identity confirmed, matching the filing's name and address.
- We estimate revenue under $100K and 1-5 employees.
- No annual report or EIN on file yet.
Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 23, 2026.
One of 11 new businesses registered in East Setauket in December 2025, and the only financial advisory business registered there that month.
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Filing Details
Verified Business Profile
Contact Information
Verified Website Profile
We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.
Frequently Asked Questions
When was Donnelly Wealth Advisory Services registered?
Donnelly Wealth Advisory Services was registered as LLC on December 12, 2025 in New York.
Where is Donnelly Wealth Advisory Services located?
Donnelly Wealth Advisory Services is based in East Setauket, NY, 11733, in Suffolk County.
What type of business is Donnelly Wealth Advisory Services?
Donnelly Wealth Advisory Services is classified as a financial advisory business (wealth management).
Does Donnelly Wealth Advisory Services have an EIN on file?
No EIN was found on file for Donnelly Wealth Advisory Services at the time of registration.
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