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Marc William Mcdonough

THOMASPARTNERS, INC.·WELLESLEY, Massachusetts
Clean recordTHOMASPARTNERS, 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Marc William Mcdonough is a registered financial advisor based in WELLESLEY, Massachusetts, affiliated with THOMASPARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
THOMASPARTNERS, INC.
THOMASPARTNERS, INC.
AUM
$14.6B
Regulatory assets under management
Employees
33
Total firm employees
View all advisors at THOMASPARTNERS, INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2319101
Firm CRD# 104966
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marc William Mcdonough offer?
Marc William Mcdonough specializes in Investment Management, Fee-Only Advisory. Contact their office in WELLESLEY, Massachusetts for a consultation.
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, working with THOMASPARTNERS, INC.. Their office serves clients in the WELLESLEY metropolitan area and surrounding communities.
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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Other Advisors at THOMASPARTNERS, INC.

Brian Murstein
WELLESLEY, MA
Gregory Nelson Thomas
BOSTON, MA
Gerald Robert Mueller
WELLESLEY, MA
Thomas Henry Dorsky
BOSTON, MA

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Nearby cities in Massachusetts
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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