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Andrew Mcdonnell

22 Years of Experience
Avon, OH
BrokerSells Insurance

Andrew Mcdonnell is a registered investment advisor at Cetera Investment Advisers LLC, based in Avon, OH, with 22 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

35651 Detroit Road, Avon, OH, 44011

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Andrew sells fixed insurance products, including life, health, disability, annuities, and long-term care, and is a partner at Velocity Advisors, LLC, a financial services firm, dedicating about a quarter of his time. He also volunteers as an outreach coordinator for Lorain County GOP and as a Blue and Gold Officer for the United States Naval Academy/Ohio National Guard, dedicating minimal time to each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLC
May 2019 - Present · 7 yrs
Cetera Advisors LLCBroker
May 2019 - Present · 7 yrs
Previous Registrations
Cetera Advisors LLC
May 2019 - March 2024 · 4 yrs 10 mos
Oneamerica Securities, INC.
February 2014 - June 2019 · 5 yrs 4 mos
Oneamerica Securities, INC.Broker
February 2014 - June 2019 · 5 yrs 4 mos
New England Securities Corporation
September 2009 - January 2014 · 4 yrs 4 mos
New England SecuritiesBroker
September 2009 - January 2014 · 4 yrs 4 mos
AXA Advisors, LLC
October 2007 - September 2009 · 1 yr 11 mos
AXA Advisors, LLCBroker
September 2003 - September 2009 · 6 yrs
State Registrations11 states
AZCADCFLMDNCNENJNYOHPA
AdvisorBrokerBoth

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
No exam information available for this advisor.