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Michael Mcdonagh

20 Years of Experience
Melville, NY
Broker

Michael Mcdonagh is a registered investment advisor at Wells Fargo Advisors, based in Melville, NY, with 20 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

68 S Service Rd, Ste 100, Melville, NY, 11747

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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 Activities

Michael has 100% ownership of Lighthouse Advisors Inc. He also serves as a trustee for a family trust, dedicating minimal time to this role.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
June 2011 - Present · 14 yrs 11 mos
Wells Fargo Advisors
June 2011 - Present · 14 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - July 2011 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - July 2011 · 1 yr 9 mos
Banc of America Investment Services, INC.
September 2005 - October 2009 · 4 yrs 1 mo
Banc of America Investment Services, INC.Broker
August 2005 - October 2009 · 4 yrs 2 mos
State Registrations11 states
AZCOCTFLNCNJNYPASCTXVA
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.