Michael Donnellan has been Member and Manager of M3 Wealth Management since March 2025, is a control person of the firm and directly owns between 50% and 75% of it.
M3 Wealth Management, LLC is a North Royalton, OH firm with $160M under management, 486 clients and 2 advisers in one office, as of its February 2026 filing.
Michael Donnellan’s longest registration was 9 years at L.M. Kohn & Company (2015–2025). Before joining M3 Wealth Management in 2025, Michael Donnellan was registered through L.M. Kohn & Company and Primesolutions Securities, Inc.
- M3 Wealth ManagementCurrent– present · 1 yearNorth Royalton, OH · Adviser representative · Firm CRD 335612
- L.M. Kohn & Company– · 9 yearsNorth Royalton, OH · Adviser representative · Firm CRD 27913
- Primesolutions Securities, Inc.– · under a yearStrongsville, OH · Adviser representative · Firm CRD 46017
Investment adviser representative registrations
Michael Donnellan is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from May 2025; the most recent is Texas, in January 2026.
- OhioSince 16 May 2025
- TexasResidentSince 27 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 29 January 2015 |
| Series 24 | General Securities Principal Examination | 30 March 1998 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 13 April 1993 |
| Series 4 | Registered Options Principal Examination | 17 November 1992 |
| Series 7 | General Securities Representative Examination | 13 March 1991 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 June 1990 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- Registered Options Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Michael James Donnellan
- CRD
- 2052675
- Firm
- M3 Wealth Management · CRD 335612
- Role
- Member and Manager
- Office
- 17601 W. 130TH STREET, SUITE 1, North Royalton, OH 44133
- Registration
- Investment adviser registration
- In the industry since
- April 1991
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Donnellan work?
Michael Donnellan has been Member and Manager of M3 Wealth Management, LLC since March 2025, and is a control person of the firm.
Is Michael Donnellan a financial advisor?
Yes. Michael Donnellan has a current investment-adviser registration in Ohio and Texas, through M3 Wealth Management since May 2025.
How many years of experience does Michael Donnellan have?
Michael Donnellan has 35 years in the financial industry, since April 1991, across 3 adviser firms.
What exams has Michael Donnellan passed?
Michael Donnellan has passed 7 licensing exams: the Series 63, Series 7, Series 4, Series 8, Series 24, Series 65 and Series 99TO. The earliest, the Series 63, was passed in June 1990. FINRA credited Michael Donnellan with the SIE, which began in October 2018.
Where did Michael Donnellan work before M3 Wealth Management?
Before M3 Wealth Management, Michael Donnellan was registered through Primesolutions Securities, Inc., January 2015 to November 2015.
Where is Michael Donnellan based?
Michael Donnellan’s registered office is in North Royalton, OH.
Is Michael Donnellan registered with FINRA?
No. Michael Donnellan has no current broker registration.
How can I verify Michael Donnellan’s record?
Search CRD 2052675 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Donnellan’s full registration record.