Thomas Mcdonald
Thomas Mcdonald is a registered investment advisor at Janney Montgomery Scott LLC, based in Albany, NY, with 39 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 239,256 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Janney charges a fee based on a percentage of the assets managed in your account. This fee covers investment management, trading, custody, and performance reporting. Fees are negotiable and may vary based on the size of your account and the services provided. Janney may also offer investment advisory services on a non-wrap basis, where you pay separately for transactions and custody.
Location
22 Corporate Woods Boulevard, 4th Floor, Albany, NY, 12211
Get directionsHistory
Regulatory History (4)
Regulatory
May 1998Customer Dispute
July 1994Customer Dispute
March 1992Employment Separation After Allegations
May 1991Other Business Activities
Thomas holds a mortgage note from Mac's Drive-In, a business he sold in 2018. He also serves on the Finance Committee for Blessed Sacrament Church, dedicating minimal time each month.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
UBS Painewebber INC.Broker
First Albany CorporationBroker
Painewebber IncorporatedBroker
Prudential-Bache Securities INC.Broker
Drexel Burnham Lambert IncorporatedBroker
State Registrations36 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.