Michael McDonough, financial advisor Yardley PA
90 score

Michael McDonough

CRD Number: 5925696
Current Firm: Waddell & Reed

Michael McDonough (CRD# 5925696) is an Investment Advisor Representative working at Waddell & Reed in Yardley, PA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Various Insurance Carriers For W&r Insurance Agencies Philadelphia, PA Nov 2015 - Current 1
Waddell & Reed Inc. King Of Prussia, PA Nov 2015 - Current 1
Purshe Kaplan Sterling Investments Albany, NY Oct 2014 - Nov 2015 1
Mcadam LLC Philadelphia, PA Oct 2014 - Nov 2015 1
Mcadam Financial Group Philadelphia, PA Oct 2011 - Oct 2014 3
Ing Financial Partners, Inc. Philadelphia, PA Jun 2011 - Oct 2014 3
Pennsylvania State University State College, PA Aug 2007 - May 2011 3
Central Moving Systems Bridgewater, NJ Jun 2007 - Aug 2007 < 1
North Hunterdon High School Annandale, NJ Aug 2004 - Jun 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Michael S. McDonough
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • AL
  • AK
  • AR
  • CA
  • CO
  • CT
  • DE
  • DC
  • FL
  • GA
  • ID
  • IL
  • IN
  • IA
  • KS
  • KY
  • LA
  • ME
  • MD
  • MI
  • MN
  • MS
  • MO
  • MT
  • NE
  • NV
  • NH
  • NJ
  • NM
  • NC
  • ND
  • OH
  • PA
  • RI
  • SC
  • SD
  • TX
  • UT
  • VA
  • WA
  • WV
  • WI
  • VI
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, 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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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