Bill McDonald, CFP® , financial advisor West Hartford CT

Bill McDonald, CFP®

Tidewater Wealth Management

CRD Number: 5887702
Current Firm: Newedge Advisors
Compensation Model: Fee Only

Bill McDonald, CFP®  (CRD# 5887702) is an Investment Advisor Representative working at Tidewater Wealth Management and has over 10 years of experience in the finance industry.

 

 

Bill McDonald, CFP®

Partner, Sr. Wealth Management Advisor

A: 15 N Main St., Ste. 100, West Hartford, CT 06107

O: 860.718.9300   C: 860.965.0710

E: [email protected]   W: www.tidewaterwealth.com

Investment Advice and services offered through Goss Advisors, a registered investment advisor.

 

 

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Advice And Planning Services
Company Name Location Dates Years
Gwm Advisors, LLC New Orleans, LA Oct 2021 - Current 2
Tiaa Hartford, CT Sep 2015 - Oct 2021 6
Tiaa-cref Individual & Institutional Services, LLC Hartford, CT Sep 2015 - Oct 2021 6
Merrill Lynch, Pierce, Fenner And Smith Incorporated Hartford, CT May 2012 - Sep 2015 3
Bank Of America Na Hartford, CT May 2012 - Sep 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Bill C. McDonald, CFP®
By the Numbers
  • Total Assets Under Management
    12,683
    MILLIONS
  • Total Number of Accounts
    48,067
    ACCOUNTS
  • Average Account Value
    $263,865
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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, VI, VT, WA, WI, WV, WY

Firm Disclaimer:
  • *CERTIFIED FINANCIAL PLANNER TM, a designation awarded by the Certified Financial Planner Board of Standards, Inc

    Disclosure- Investment advice offered through GWM Advisors LLC (“Goss Advisors”), a registered investment advisor. Advisory services are only offered to clients or prospective clients where Goss Advisors doing business as Tidewater Wealth Management and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Goss Advisors dba Tidewater Wealth Management unless a client service agreement is in place. For hyperlinks to the Investment Adviser Public Disclosure (IAPD) webpage or the Securities Investor Protection Corporation (SIPC), please refer to the “Contact and Personal Info” section.

    Third party posts on found on this profile do not reflect the views of Goss Advisors and have not been reviewed by Goss Advisors as the accuracy or completeness. For a list of states in which our advisors are registered to do business, please visit, www.gossadvisors.com.see less

     

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