William Donohue has been an investment adviser representative at FIT Asset Management since August 2021, and is not listed among the firm’s executive officers or direct owners. William Donohue holds a Bachelor of Science degree in Economics from Plymouth State University.
Fit Asset Management, LLC is a Centennial, CO firm with $147M under management, 214 clients and 3 advisers in one office, as of its March 2026 filing.
Bill Donohue is Managing Director and Wealth Advisor of FIT Asset Management. He brings institutional experience that includes time in the distribution, accounting and operations departments for two asset managers. He spent 10 years at Oppenheimer Funds Inc., working as Controller in the fund accounting department and finishing in the distribution arm as a regional sales representative and E-Wholesaler. Most recently he spent 17 years at Ivy Investments.
- Fit Wealth ManagementCurrent– present · 5 yearsCentennial, CO · Adviser representative · Firm CRD 281494
Professional designations
Listed by FIT Asset Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
William Donohue is registered as an investment adviser representative in 2 states. Each was approved in August 2021.
- ColoradoSince 18 August 2021
- MassachusettsSince 31 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 29 October 1993 |
| Series 7 | General Securities Representative Examination | 25 October 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- William Joseph Donohue
- CRD
- 2404970
- Firm
- FIT Asset Management · CRD 281494
- Office
- 6341 S. TROY CIRCLE UNIT E, Centennial, CO 80111
- Registration
- Investment adviser registration
- In the industry since
- November 1995
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fitassetmanagement.com
Where does William Donohue work?
William Donohue is an investment adviser representative registered through Fit Asset Management, LLC since August 2021, and is not listed among the firm’s executive officers or direct owners.
Is William Donohue a financial advisor?
Yes. William Donohue has a current investment-adviser registration in Colorado and Massachusetts, through FIT Asset Management since August 2021.
How many years of experience does William Donohue have?
William Donohue has 30 years in the financial industry, since November 1995, across 1 adviser firm.
What exams has William Donohue passed?
William Donohue has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in October 1993. FINRA credited William Donohue with the SIE, which began in October 2018.
Where is William Donohue based?
William Donohue’s registered office is in Centennial, CO.
Is William Donohue registered with FINRA?
No. William Donohue has no current broker registration.
Is William Donohue a CFP?
FIT Asset Management lists William Donohue with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify William Donohue’s record?
Search CRD 2404970 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Donohue’s full registration record.
