Philip McDonald, financial advisor Glastonbury CT
90 score

Philip McDonald

CRD Number: 5982027
Current Firm: Symmetry Partners

Philip McDonald (CRD# 5982027) is an Investment Advisor Representative working at Symmetry Partners in Glastonbury, CT and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Symmetry Partners, LLC Glastonbury, CT Apr 2010 - Current 6
The Hartford Hartford, CT Aug 2007 - Apr 2010 2
Unemployed Chicago, IL Sep 2005 - Aug 2007 1

Philip McDonald has no recent exams reported.
Contact Info for Philip R. McDonald
Phone Number: 860-734-2000
Registered State(s):
  • CT
  • MA
By the Numbers
  • Total Assets Under Management
    3,751
    MILLIONS
  • Total Number of Accounts
    22,681
    ACCOUNTS
  • Average Account Value
    $165,381
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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