Theodore Mcdonagh
Theodore Mcdonagh is a registered investment advisor at Ashton Thomas Private Wealth, based in New York, NY, with 29 years of industry experience. Theodore is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 7 more. Their firm serves 3,229 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.99% |
Annual advisory fees are negotiable and depend on objective and subjective factors such as asset size, account composition, and scope of services, not to exceed 2.99%.
Fee Estimator
Location
10 E 53rd Street, Suite 1400, New York, NY, 10022
Get directionsHistory
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.
Exams
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