Brendan Donaghey
Investment adviser representative at Principal Securities, Inc.
13 yearsExperience
1 stateRegistered in
$17BFirm assets
28 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Principal Life Insurance CompanyJun 2026 to now
- Principal Securities, Inc.Jun 2026 to now
- Cambridge Investment Research Advisors, Inc.Mar 2022 to Jun 2026
- Cambridge Investment Research, Inc.Mar 2022 to Jun 2026
- Equitable Advisors LLCOct 2021 to Mar 2022
- InstacartMay 2021 to Dec 2021
- Right NetworksJun 2020 to Feb 2021
- Accardi FoodsJun 2019 to Aug 2019
- University of New HampshireSep 2017 to May 2021
- Reading Memorial High SchoolSep 2013 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MA).
Principal Securities, Inc.
$17BAssets managed
51,941Clients
1,464Advisers
28 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
- 7451335
- Firm CRD
- 1137