Robert Y. Donnell
Investment adviser representative at Southbridge Advisors, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$353.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Southbridge Advisors, LLCNov 2019 to now
- Teton Capital AdvisorsSep 2011 to now
- Wealth and Pension Services, Group Inc.Sep 2011 to now
- Triad AdvisorsSep 2011 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (GA).
Southbridge Advisors, LLC
$353.1MAssets managed
220Clients
6Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4497748
- Firm CRD
- 306075