Unclaimed Profile

Marc William Mcdonough

THOMASPARTNERS, INC.·WELLESLEY, Massachusetts

SIE, Series 3, Series 7, Series 7TO, Series 8, Series 9, Series 10, Series 63, Series 66Clean record18 years registeredTHOMASPARTNERS, INC.

75 CENTRAL STREET, WELLESLEY, MA 02482CRD# 2319101Firm CRD# 104966

Profile Verification

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

Identity

Marc William Mcdonough · WELLESLEY, MA

Registration

CRD #2319101 · THOMASPARTNERS, INC. · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THOMASPARTNERS, INC.

CHARLES SCHWAB & CO., INC.

Mar 2016 – Apr 2019

Lone Tree, CO

THOMASPARTNERS, INC.

Jul 2013 – Mar 2016

BOSTON, MA

CHARLES SCHWAB & CO., INC.

Jan 2012 – Jul 2012

ENGLEWOOD, CO

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.

Jan 2012 – Apr 2013

ENGLEWOOD, CO

CHARLES SCHWAB & CO., INC.

Apr 2008 – Dec 2011

ENGLEWOOD, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 7TO

Series 8

Series 9

Series 10

Series 63

Series 66

Registration record

First registered · April 15, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THOMASPARTNERS, INC.

CRD 104966 · SEC 801-22189

AUM

$14.6B

Regulatory assets under management

Employees

43,468 client accounts

Services offered by THOMASPARTNERS, INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at THOMASPARTNERS, INC. →

Introduction

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Frequently Asked Questions

What services does Marc William Mcdonough offer?

Marc William Mcdonough specializes in Investment Management, Fee-Only Advisory.

What are Marc William Mcdonough's credentials?

Marc William Mcdonough is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marc William Mcdonough located?

Marc William Mcdonough is based in WELLESLEY, Massachusetts, last registered with THOMASPARTNERS, INC..

How does Marc William Mcdonough charge for services?

Marc William Mcdonough's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THOMASPARTNERS, INC.?

THOMASPARTNERS, INC. has approximately 33 employees and manages $14.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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