Unclaimed Profile

Frederick Vincent Mcdonald

WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP·WAKEFIELD, Massachusetts

SIE, Series 1, Series 7, Series 24, Series 63, Series 6615 years registeredWEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP

301 EDGEWATER PLACE, WAKEFIELD, MA 01880CRD# 706872Firm CRD# 109291

Profile Verification

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

Identity

Frederick Vincent Mcdonald · WAKEFIELD, MA

Registration

CRD #706872 · WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP

US ADVISORY GROUP

Apr 2011 – Mar 2022

BEVERLY, MA

TRANSAMERICA FINANCIAL ADVISORS, INC.

Feb 2011 – Aug 2013

WAKEFIELD, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · February 17, 2011

Years registered · 15

Disclosure History

2019Regulatory·Pending

2017Customer Dispute·Pending

2014Customer Dispute·Settled

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP

CRD 109291 · SEC 801-56179

AUM

$54M

Regulatory assets under management

Employees

166 client accounts

Services offered by WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP →

Introduction

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Frequently Asked Questions

What services does Frederick Vincent Mcdonald offer?

Frederick Vincent Mcdonald specializes in Financial Planning, Investment Management.

What are Frederick Vincent Mcdonald's credentials?

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

Where is Frederick Vincent Mcdonald located?

Frederick Vincent Mcdonald is based in WAKEFIELD, Massachusetts, last registered with WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP.

How does Frederick Vincent Mcdonald charge for services?

Frederick Vincent Mcdonald's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP?

WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP has approximately 3 employees and manages $54M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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