Joseph Macdonald, financial advisor Scottsdale AZ
78 score

Joseph Macdonald

CRD Number: 6143340
Current Firm: Silverhawk Asset Management, LLC

Joseph Macdonald (CRD# 6143340) is an Investment Advisor Representative working at Silverhawk Asset Management, LLC in Scottsdale, AZ and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Silverhawk Asset Management, LLC Scottsdale, AZ Aug 2015 - Current 1
Silverhawk Insurance Services Scottsdale, AZ Aug 2015 - Current 1
Black Gould & Associates Phoenix, AZ Jun 2013 - Current 3
Joseph J Macdonald, Plc Scottsdale, AZ Jul 2006 - Current 10
Axa Advisors, LLC New York, NY Feb 2013 - Aug 2015 2
Sell Wholesale Houses Phoenix, AZ Jan 2010 - Aug 2010 < 1
Active Finance Group Phoenix, AZ Jan 2007 - Dec 2009 2
Lm Freedom Companies Phoenix, AZ Jun 2004 - Jan 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Joseph J. Macdonald
Phone Number: 480-296-0200
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    115
    MILLIONS
  • Total Number of Accounts
    710
    ACCOUNTS
  • Average Account Value
    $161,671
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CT, TN

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BADGES
78

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