William McDonald, financial advisor Hartford CT
90 score

William McDonald

CRD Number: 5887702
Current Firm: Advice And Planning Services

William McDonald (CRD# 5887702) is an Investment Advisor Representative working at Advice And Planning Services in Hartford, CT and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Hartford, CT Sep 2015 - Current 1
Tiaa-cref Individual & Institutional Services, LLC Hartford, CT Sep 2015 - Current 1
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
Metlife And Affiliates Wethersfield, CT Aug 2011 - May 2012 < 1
Metlife Securities, Inc. Wethersfield, CT Feb 2011 - May 2012 1
Point Judith Country Club Narragansett, RI May 2009 - Aug 2011 2
Synovia Solutions Acton, MA Feb 2008 - Jun 2011 3
University Of Rhode Island Kingston, RI Aug 2007 - May 2011 3
Advantage Financial Services West Hartford, MA May 2007 - Sep 2007 < 1
Hidden Valley Country Club Salem, MA Oct 2006 - May 2007 < 1
Roanoke College Salem, MA Aug 2006 - May 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for William C. McDonald
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, VI, 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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