Theodore Mcdonagh
Theodore Mcdonagh is a registered investment advisor at Ashton Thomas Securities, LLC, based in Rochester, NY, with 29 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 2,599 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ashton Thomas Securities offers investment management services where you pay an annual percentage of your account value. The exact percentage depends on the specific program you choose. These programs include FB Advisory, Managed ETF Portfolios, and Morningstar Managed Portfolios. Fees are billed monthly or quarterly in advance, depending on the program. Additional expenses may include brokerage trading costs and custodial fees for retirement accounts. Wrap fee programs bundle investment advisory, trade execution, custody, and reporting fees into a single annual fee.
Location
200 Canal View Blvd., Suite 204, Rochester, NY, 14623
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Regulatory History (1)
Customer Dispute
July 2023Other Business Activities
Theodore is involved in rental real estate, dedicating minimal time to it. He also serves on the Seton Hall Prep Board of Trustees.
Employment History
Current Registrations
Ashton Thomas Private Wealth
Ashton Thomas Securities, LLCBroker
Ashton Thomas Securities, LLC
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Lehman Brothers INC.Broker
Prudential Securities IncorporatedBroker
State Registrations39 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.