Brian McDonald (CRD# 6847989) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Mansfield, MA and has over 5 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Td Bank N.a. | Mansfield, MA | Aug 2022 - Current | 1 |
| Td Private Client Wealth LLC | Mansfield, MA | Aug 2022 - Current | 1 |
| Td Private Client Wealth LLC | Norwood, MA | Jun 2022 - Jul 2022 | < 1 |
| Td Bank N.a. | Norwood, MA | May 2022 - Jul 2022 | < 1 |
| Td Bank, N.a | Mansfield, MA | Jun 2019 - May 2022 | 2 |
| Mayflower Transit, LLC | North Attleborough, MA | Jan 2019 - May 2019 | < 1 |
| Citizens Securities, Inc. | North Providence, RI | May 2018 - Dec 2018 | < 1 |
| Citizens Bank | North Providence, RI | Apr 2018 - Dec 2018 | < 1 |
| New York Life Insurance Company | Bridgewater, MA | Jun 2017 - Mar 2018 | < 1 |
| Washington Redskins/commanders | Hyattsville, MD | Jan 2017 - May 2017 | < 1 |
| Dunkin Donuts | Franklin, MA | Mar 2010 - Jan 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2018 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- FL
- MA
- RI
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Total Assets Under Management12,265MILLIONS
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Total Number of Accounts16,422ACCOUNTS
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Average Account Value$746,855
- A percentage of assets under your management
- 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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