Mcd Advisors (CRD# 133435) is a financial advisory firm headquartered in , . They manage $39,500,000 in 22 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management40MILLION
Total Number of Accounts22ACCOUNTS
Average Account Value$1,795,455
- 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
Marie Decaprio (CRD# 4887667) is an Investment Advisor working at MCD Advisors in Briarcliff Manor, NY and SMF Financial Advisors in Clifton, NJ and has 27 years of experience in the finance industry. Marie DeCaprio has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards. Additionally Marie holds and MBA from New York University School of Business and holds the CFA Charter, the globally recognized designation for investment managers and financial analysts.