Unclaimed Profile

Daniel Stuart Macdonald

MDIC INVESTMENT ADVISORY SERVICE, LLC·BRONXVILLE, New York

SIE, Series 1, Series 24, Series 27, Series 63CFP25 years registeredMDIC 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 · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MDIC INVESTMENT ADVISORY SERVICE, LLC

MDIC INVESTMENT ADVISORY SERVICE, LLC

Aug 2001 – Mar 2019

BRONXVILLE,, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 24

Series 27

Series 63

Registration record

First registered · August 2, 2001

Years registered · 25

Professional designation · CFP

Disclosure History

2016Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

MDIC INVESTMENT ADVISORY SERVICE, LLC

CRD 126255 · SEC 801-74658

AUM

$19M

Regulatory assets under management

Employees

918 client accounts

Services offered by MDIC INVESTMENT ADVISORY SERVICE, 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 MDIC INVESTMENT ADVISORY SERVICE, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Stuart Macdonald offer?

Daniel Stuart Macdonald specializes in Financial Planning, Investment Management.

What are Daniel Stuart Macdonald's credentials?

Daniel Stuart Macdonald holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Daniel Stuart Macdonald located?

Daniel Stuart Macdonald is based in BRONXVILLE, New York, last registered with MDIC INVESTMENT ADVISORY SERVICE, LLC.

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.

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