Thomas McDonnell (CRD# 6902921) is an Investment Advisor Representative working at Socius Family Office, LLC in Fort Lauderdale, FL and has 1 year of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 1235698
World Equity Group, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Socius Family Office, LLC | Boston, MA | Feb 2023 - Current | 1 |
Socius Family Office, LLC | Boston, MA | Oct 2021 - Feb 2023 | 1 |
Ohio State University Football | Columbus, OH | Jan 2020 - Sep 2021 | 1 |
Cornell University Football | Ithaca, NY | May 2019 - Jan 2020 | < 1 |
Socius Family Office, LLC | Fort Lauderdale, FL | Jun 2018 - Mar 2019 | < 1 |
Morgan Stanley | Boston, MA | Nov 2017 - Jun 2018 | < 1 |
The Sports Family, LLC | Durham, NH | Apr 2017 - Oct 2017 | < 1 |
Coleman Research Group | Boston, MA | Nov 2016 - Apr 2017 | < 1 |
Jobspring Partners | Boston, MA | Sep 2016 - Oct 2016 | < 1 |
Unemployed | N/a, NH | Aug 2015 - Sep 2016 | 1 |
Myludus LLC | Portsmouth, NH | May 2015 - Aug 2015 | < 1 |
Enrolled University Of New Hampshire | Durham, NH | Sep 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- FL
- MA
- PA
- TX
-
Total Assets Under Management915MILLIONS
-
Total Number of Accounts611ACCOUNTS
-
Average Account Value$1,497,521
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, FL, LA, MA, NC, NE, NH, NJ, NY, OH, PA, TX
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