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Sharon Johnetta Davis-edwards

MCDONNAUGH SECURITIES
BALDWIN, NY
·CRD# 1069474·44 years experience

Professional Summary

Sharon Johnetta Davis-edwards, who also goes by Sharon Johnetta Davis, is a registered financial advisor currently at MCDONNAUGH SECURITIES LLC located in Baldwin, New York. Sharon is registered as a RR (Registered Representative) and started their career in finance in 1982. Sharon has worked at 6 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series 7 and Series 6 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Sharon Johnetta Davis

Blog Corner

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Videos & Posts

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Contact Information

Email

xxxxx@xxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

44 years in the financial services industry

Current & Past Employments

MCDONNAUGH SECURITIES LLC·CRD# 290233
BD
2425 Grand Ave., Baldwin, NY 11510
July 30, 2025 - Present
MCDONNAUGH SECURITIES LLC·CRD# 290233
BD
Baldwin, NY
January 25, 2023 - February 24, 2025
VOYA FINANCIAL ADVISORS, INC.·CRD# 2882
RIA
Merrick, NY
January 3, 2011 - April 5, 2023
VOYA FINANCIAL ADVISORS, INC.·CRD# 2882
BD
Merrick, NY
January 3, 2011 - April 5, 2023
VOYA FINANCIAL PARTNERS, LLC·CRD# 34815
RIA
Freeport, NY
April 26, 2007 - January 3, 2011
VOYA FINANCIAL PARTNERS, LLC·CRD# 34815
BD
Windsor, CT
April 26, 2007 - January 3, 2011
NORTH RIDGE SECURITIES CORP.·CRD# 27098
BD
Melville, NY
September 17, 2001 - April 25, 2007
VOYA FINANCIAL PARTNERS, LLC·CRD# 34815
BD
Windsor, CT
October 15, 1993 - September 27, 2001
AETNA LIFE INSURANCE AND ANNUITY COMPANY·CRD# 13256
BD
Hartford, CT
April 11, 1984 - October 15, 1993
SIGNATOR INVESTORS, INC.·CRD# 468
BD
November 18, 1982 - April 11, 1984

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Current Firm

MS
MCDONNAUGH SECURITIES LLC

DELPHIN MCDONNAUGH SECURITIES LLC | MCDONNAUGH SECURITIES LLC

CRD#: 290233 / SEC#: 8-70018
BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)

Contact Information

Main Address

2425 Grand Ave., Baldwin, NY 11510

Mailing Address

Po Box 203, Baldwin, NY 11510

Phone Number

(516) 442-1071

Established

Delaware since 07/02/2018

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (7 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
MCDONNAUGH, ANDRE IANCEO/CCO1446177
BACH, KRISTINAFINOP4281682

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

NAME OF ENTITY: Anthony Izzo; Yes; 1 HUNTINGTON QUADRANGLE; MELVILLE; NY; 11747; insurance services; consultant; 1/1/2008; 50; 50; consultant NAME OF ENTITY:ADP; No; 42-40 BELL BLVD BAYSIDE NY 11361; BAYSIDE; NY; 11361; EMPLOYEE BENEFITS SALE; BROKER; 2/1/2018; 20; 10; COORDINATE EMPLOYEE BENEFIT ENROLLMENTS|NAME OF ENTITY:SJ Edwards, INC; Yes; PO BOX 7129; FREEPORT; NY; 11520; life insurance, health insurance, fixed annuities; CEO; 6/19/2006; 120; 120; providing life, health and fixed annuities insurance products to clients and potential customers NAME OF ENTITY: Independent Insurance Agent; Yes; 140 S LONG BEACH AVE LOWER LEVEL; FREEPORT; NY; 11520; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 9/29/2015; 160; 160; SALES FIXED INSURANCE PRODUCTS|NAME OF ENTITY:INTERNAL REVENUE SERVICE CAA PROGRAM; No; 3651 S IH 35; AUSTIN; TX; 78741; TAX ID PREPARATION; CERTIFIED ACCEPTANCE AGENT; 3/20/2018; 10; 0; 0; VOLUNTARY EMPLOYEE BENEFITS TERM LIFE, U.L. WHOLE LIFE, CRITICAL ILLNESS, CANCER MEDICAL BRIDGE,ACC.DISABILITY; DISTRICT GENERAL AGT. FOR COLONIAL LIFE; 7/20/2010; 20; 10; SUPPORTING LOCAL REPS AND BROKERS, SETTING UP AND MONITORING VOLUNTARY BENEFIT ENROLLMENTS FOR BUSINESS.COMPENSATION BASED ON OVERRIDES ON VOL.EMPL BENEFITS IN SEC # 3 OF OBA FORM. |NAME OF ENTITY.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Maryland
(10/23/2025)
RR
New Jersey
(7/30/2025)
RR
New York
(7/30/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Sep 2001About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2000About the Series 63 exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 2025About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 2000About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Nov 1982About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Sharon Johnetta Davis-edwards's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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