JM
JM

Joseph M Mcdonald

1 Year of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
30 advisors
Number of Clients
2,794 clients
Average Client Portfolio
$460K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

4 Executive Park Drive, Clifton Park, NY, 12065

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Joseph teaches three online doctorate classes per year at Northeastern University, dedicating approximately 200 hours annually. This activity does not occur during securities trading hours and provides Joseph with an annual salary of $17,000.

Employment History
Current Registrations
Tsa Management INC
November 2024 - Present · 1 yr 3 mos
Halliday Financial, LLCBroker
June 2024 - Present · 1 yr 8 mos
State Registrations2 states
NYOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.