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Advisor

Michael Donnelly

Blue Devil Advisors · Pittsburgh, Pennsylvania

Michael Donnelly is a fee-only financial advisor at Blue Devil Advisors in Pittsburgh, Pennsylvania, who holds the CFA credential. Blue Devil Advisors reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only CFA

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Facts

FirmBlue Devil Advisors
Based in Pittsburgh, Pennsylvania
Fee model (firm's Form ADV)Percentage of assets
Assets under management$2.7M across 6 accounts
CredentialsCFA
SEC registration Investment adviser representative in PA · CRD 2672022
Exams passedSeries 65 (1995)
Firm size1 employee
Disclosures None reported

How Michael's firm compares

  • Blue Devil Advisors's average account is about $444,000, from its Form ADV (assets managed divided by 6 accounts).

What fee-only advisors charge in Pennsylvania

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Questions about Michael

Is Michael Donnelly a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Blue Devil Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Michael charge for financial advice?

Michael's firm, Blue Devil Advisors, reports charging a percentage of assets on its SEC Form ADV.

Where is Michael Donnelly based?

Michael Donnelly is based in Pittsburgh, Pennsylvania.

What credentials does Michael Donnelly hold?

Michael Donnelly holds the CFA credential.

Is Michael Donnelly registered with the SEC?

Yes. Michael Donnelly is registered as an investment adviser representative in PA (CRD 2672022), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Blue Devil Advisors manage?

Blue Devil Advisors reports $2.7M across 6 accounts in assets under management.

How do I contact Michael Donnelly?

Contact details aren't on file yet. Search for Blue Devil Advisors.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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