Donald Mckay
Donald Mckay is a registered investment advisor at UBS Financial Services INC., based in Paramus, NJ, with 32 years of industry experience. Donald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
61 South Paramus Road, Mack Center Iv, Paramus, NJ, 07652
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2005Other Business Activities
Donald taught racquetball at Montclair State University for a year, dedicating minimal time. He also acts as a guardian for his cousin, managing his pension, social security, health, and financial needs, and manages his cousin's living expenses through a revocable trust.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations26 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.
Exams
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