Unclaimed Profile

Donald Anderson Mcdonald

APELLA CAPITAL, LLC·WEST HARTFORD, Connecticut

Series 7, Series 63, Series 65Clean record22 years registeredAPELLA CAPITAL, LLC

65 MEMORIAL DRIVE, WEST HARTFORD, CT 06033CRD# 1141451Firm CRD# 171106

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donald Anderson Mcdonald · WEST HARTFORD, CT

Registration

CRD #1141451 · APELLA CAPITAL, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: APELLA CAPITAL, LLC

APELLA WEALTH

Jan 2021 – Nov 2023

Bellevue, WA

VESTORY, LLC

Oct 2015 – Dec 2020

Celebration, FL

VESTORY, LLC

Mar 2010 – Aug 2015

CELEBRATION, FL

MERRIMAN, INC.

Jan 2004 – Mar 2010

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 5, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

APELLA CAPITAL, LLC

CRD 171106 · SEC 801-79650

AUM

$3.3B

Regulatory assets under management

Employees

8,605 client accounts

Services offered by APELLA CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at APELLA CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Donald Anderson Mcdonald offer?

Donald Anderson Mcdonald specializes in Financial Planning, Investment Management.

What are Donald Anderson Mcdonald's credentials?

Donald Anderson Mcdonald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donald Anderson Mcdonald located?

Donald Anderson Mcdonald is based in WEST HARTFORD, Connecticut, last registered with APELLA CAPITAL, LLC.

How does Donald Anderson Mcdonald charge for services?

Donald Anderson Mcdonald's firm is compensated through percentage of aum, other: fee for financial planning services. fees for technology.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is APELLA CAPITAL, LLC?

APELLA CAPITAL, LLC has approximately 77 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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