Andre Ian Mcdonnaugh
CFP®Professional Summary
Andre Ian Mcdonnaugh, CFP® is a registered financial advisor currently at AIMCDONNAUGH & CO. INC. located in Baldwin, New York and DELPHIN INVESTMENTS located in Baldwin, New York. Andre is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Andre has worked at 10 firms and has passed the Series 63, Series 82TO, SIE, Series 99TO, Series 7TO, Series 6TO, Series 7, Series 6 and...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Tax Planning
- Retirement Planning
- Insurance Planning
- Comprehensive Financial Planning
- Investment Planning
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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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Credentials
Years of Experience
40 years in the financial services industry
Current & Past Employments
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Current Firm
AIMCDONNAUGH & CO. INC.
Contact Information
Main Address
2425 Grand Ave, Baldwin, NY 11510Mailing Address
2425 Grand Ave, Baldwin, NY 11510Phone Number
(516) 442-1071# of Employees
4Documents
Regulatory Assets Under Management
Total Number of Accounts
50AUM (Assets Under Management)
$5,900,000Similar Advisors
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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.
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State Registrations and Notice Filings
(4/24/2025)
(6/16/2025)
(11/20/2025)
(4/30/2025)
(7/8/2025)
(3/16/2022)
(7/8/2025)
(11/24/2025)
(7/8/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82TO — Limited Representative-Private Securities Offerings
Passed Jul 2026About the Series 82TO examSeries 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 2023About the Series 6TO examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 1986About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Andre Ian Mcdonnaugh's CRS (Customer Relationship Summary).
Services Offered by Andre
- Tax Planning
- Retirement Planning
- Insurance Planning
- Comprehensive Financial Planning
- Investment Planning
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