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Donnelly 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
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See how it worksAbout Donnelly Wealth Advisory Services
Donnelly Wealth Advisory Services is a financial advisory business (LLC) registered on December 12, 2025 with the New York Division of Corporations. The business is located in East Setauket, New York 11733. The record lists DONNELLY WEALTH ADVISORY SERVICES, LLC as Registered Agent.
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Filing Details
Verified Business Profile
SubcategoryWealth Management
Contact Information
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Verified Website Profile
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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.
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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