Abigail McDonaldCRD Number: 5350105
Current Firm: Credit Suisse Securities (usa) LLC
Abigail McDonald (CRD# 5350105) is an Investment Advisor Representative working at Credit Suisse Securities (usa) LLC in New York, NY and has over 7 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Axa Advisors, LLC
|Credit Suisse Securities (usa) LLC||Houston, TX||Mar 2014 - Current||2|
|Greater Houston Community Foundation||Houston, TX||Sep 2013 - Mar 2014||< 1|
|Goldman, Sachs & Company||Houston, TX||Jun 2008 - Aug 2013||5|
|Texas A&m University - Texas||College Station, TX||Sep 2007 - May 2008||< 1|
|Texas A&m University - Texas||College Station, TX||Sep 2003 - May 2008||4|
|Morgan Stanley||New York, NY||Jun 2007 - Aug 2007||< 1|
|Deloitte & Touche||London,||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
Total Assets Under Management135MILLIONS
Total Number of Accounts101ACCOUNTS
Average Account Value$1,339,644
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
AK, AL, AR, AZ, CA, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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