William Gerard Donohue

CRD 1781937 · Charles Schwab & Co., Inc. · Lone Tree, CO

IA RegisteredBroker

Also appears in the source record as: Donohue Bill; Bill Donohue; Billy Donohue

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (11): Series 52TOSeries 57TOSIESeries 55Series 7Series 10Series 9Series 53Series 24Series 65Series 63
Registered states (49): Alabama · Alaska · Arizona · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 32
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (16)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Lone Tree, CO · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Massapequa Park, NY · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Lone Tree, CO · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Massapequa Park, NY · IA capacity

start not retrieved → present
Td Ameritrade, Inc.
Jersey City, NJ · IA capacity

May 10, 2012 → Apr 8, 2013
Amerivest Investment Management, LLC
Jersey City, NJ · IA capacity

May 10, 2012 → Apr 8, 2013
Td Ameritrade, Inc.
Jersey City, NJ · BC capacity

Apr 13, 2012 → Apr 8, 2013
Pcs Dunbar Securities, LLC
Purchase, NY · BC capacity

Aug 21, 2009 → May 3, 2011
E*trade Securities LLC
Jersey City, NJ · BC capacity

Mar 14, 2001 → Sep 3, 2009
Harrisdirect LLC
Jersey City, NJ · BC capacity

Oct 19, 2005 → Oct 10, 2006
Wit Capital Corporation
Old Greenwich, CT · BC capacity

Apr 11, 2000 → Dec 22, 2000
Tasin & Company, Inc.
Hauppauge, NY · BC capacity

Jun 22, 1998 → Oct 14, 1998
Ids Life Insurance Company
Minneapolis, MN · BC capacity

May 22, 1996 → Oct 14, 1996
American Express Financial Advisors Inc.
Minneapolis, MN · BC capacity

May 22, 1996 → Oct 14, 1996
First Madison Securities, Inc.
Boca Raton, FL · BC capacity

Jun 17, 1996 → Oct 11, 1996
Yamaichi International (America) Inc.
New York, NY · BC capacity

Aug 22, 1989 → Apr 7, 1995

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 1781937 ↗ FINRA BrokerCheck record for CRD 1781937 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.