AdvisorOS Directory
Claim Profile
Unclaimed Profile
DM

Daniel Stuart Macdonald

MDIC INVESTMENT ADVISORY SERVICE, LLC·BRONXVILLE, New York
Clean recordMDIC INVESTMENT ADVISORY SERVICE, LLC
116 KRAFT AVE, BRONXVILLE, NY 10708CRD# 315711Firm CRD# 126255

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Stuart Macdonald · BRONXVILLE, NY
Registration
CRD #315711 · MDIC INVESTMENT ADVISORY SERVICE, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Stuart Macdonald is a registered financial advisor based in BRONXVILLE, New York, affiliated with MDIC INVESTMENT ADVISORY SERVICE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Daniel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Daniel is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
MDIC INVESTMENT ADVISORY SERVICE, LLC
MDIC INVESTMENT ADVISORY SERVICE, LLC
AUM
$19M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at MDIC INVESTMENT ADVISORY SERVICE, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 315711
Firm CRD# 126255
View on FINRA BrokerCheck →

Looking for a financial advisor in BRONXVILLE?

Browse all registered financial advisors in BRONXVILLE, New York or claim this profile if it's yours.

Browse BRONXVILLE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Daniel Stuart Macdonald offer?
Daniel Stuart Macdonald specializes in Financial Planning, Investment Management. Contact their office in BRONXVILLE, New York for a consultation.
What are Daniel Stuart Macdonald's credentials?
Daniel Stuart Macdonald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Stuart Macdonald located?
Daniel Stuart Macdonald is based in BRONXVILLE, New York, working with MDIC INVESTMENT ADVISORY SERVICE, LLC. Their office serves clients in the BRONXVILLE metropolitan area and surrounding communities.
How does Daniel Stuart Macdonald charge for services?
Daniel Stuart Macdonald'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 MDIC INVESTMENT ADVISORY SERVICE, LLC?
MDIC INVESTMENT ADVISORY SERVICE, LLC has approximately 2 employees and manages $19M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in BRONXVILLE, New York

Chris E Fahy
SEVEN GRAND MANAGERS LLC·BRONXVILLE, NY
Christopher George Shakal
CHIMNEY ROCK INVESTMENTS, LLC·BRONXVILLE, NY
Pedro De Oliveira Fiuza
NDURE GLOBAL LLC·BRONXVILLE, NY
Ilir Gjoni
CAPITAL PRESERVATION PARTNERS INC.·BRONXVILLE, NY
Beau J Lescott
CHIMNEY ROCK INVESTMENTS, LLC·BRONXVILLE, NY
Gary John Reetz
VAN CLEEF, JORDAN, AND WOOD, INC.·BRONXVILLE, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)BUFFALO (132)BROOKLYN (131)ALBANY (124)RYE (123)NEW YORK CITY (113)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile