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Joseph Wilkins Donaldson

MCCLAIN VALUE MANAGEMENT, LLC·NEW CANAAN, Connecticut
Series 7, Series 63, Series 65Clean record5 years registeredMCCLAIN VALUE MANAGEMENT, LLC
175 ELM STREET, NEW CANAAN, CT 06840CRD# 2801717Firm CRD# 114074

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Wilkins Donaldson · NEW CANAAN, CT
Registration
CRD #2801717 · MCCLAIN VALUE MANAGEMENT, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

HTG INVESTMENT ADVISORS INC
Aug 2022 – present
FORSYTH CAPITAL LLC
Feb 2021 – Sep 2022
New Canaan, CT
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · February 11, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MCCLAIN VALUE MANAGEMENT, LLC
CRD 114074 · SEC 801-66683
AUM
$50M
Regulatory assets under management
Employees
2
13 client accounts
Services offered by MCCLAIN VALUE MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at MCCLAIN VALUE MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Joseph Wilkins Donaldson offer?
Joseph Wilkins Donaldson specializes in Investment Management, Wealth Management. Contact their office in NEW CANAAN, Connecticut for a consultation.
What are Joseph Wilkins Donaldson's credentials?
Joseph Wilkins Donaldson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Wilkins Donaldson located?
Joseph Wilkins Donaldson is based in NEW CANAAN, Connecticut, working with MCCLAIN VALUE MANAGEMENT, LLC. Their office serves clients in the NEW CANAAN metropolitan area and surrounding communities.
How does Joseph Wilkins Donaldson charge for services?
Joseph Wilkins Donaldson's firm is compensated through percentage of aum, performance-based fees, other: variable, based on specific equity research service. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MCCLAIN VALUE MANAGEMENT, LLC?
MCCLAIN VALUE MANAGEMENT, LLC has approximately 2 employees and manages $50M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MCCLAIN VALUE MANAGEMENT, LLC

Phillip Crandall Mcclain
NEW CANAAN, CT

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