Bill McDonald, CFP®
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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CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
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 |
- CA
- CT
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Total Assets Under Management12,683MILLIONS
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Total Number of Accounts48,067ACCOUNTS
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Average Account Value$263,865
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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
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*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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