Claire McDonald (CRD# 2182817) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in Kensington, MD and has over 30 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gyl Financial Synergies, LLC | Kensington, MD | Aug 2016 - Current | 7 |
| Wells Fargo Advisors Financial Network, LLC | Bethesda, MD | Jun 2014 - Aug 2016 | 2 |
| Wells Fargo Advisors LLC | Bethesda, MD | May 2009 - Jun 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1995 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1994 |
- CT
- MD
- TX
-
Total Assets Under Management6,069MILLIONS
-
Total Number of Accounts5,862ACCOUNTS
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Average Account Value$1,035,371
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, MN, MO, MT, NC, NH, NJ, NY, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI
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