PM
Patrick M. Mcdonald
KESTRA ADVISORY SERVICES
PORT JEFFERSON, NY 11776
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CRD#: 1646543
PM
Professional summary
Patrick Michael Mcdonald is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Port Jefferson, New York and KESTRA INVESTMENT SERVICES, LLC located in Manorville, New York.
Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Patrick has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Business Name: Kestra Advisory Services LLC Investment Related: Yes Address: 5707 Southwest Parkway, Ste 400 Austin TX 78735 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Financial Advisor / IAR Start Date: 10/1/2017 Hours per month: 61% - 70% (97 - 112 hours) Hours per month during trading hours: 61% - 70% (85 - 98 hours) Duties: Meet with investment clients for retirement planning, college planning, other wealth management solutions.Business Name: ESM Community for the Arts Investment Related: No Address: 543 Moriches Middle Island Road Manorville NY 11949 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Officer Start Date: 7/1/2011 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Attend monthly meetingsBusiness Name: Patrick McDonald Investment Related: No Address: 18 Ryerson Ave Manorville NY 11949 Nature of Business: Insurance Position, Title or Relationship: Advisor Start Date: 9/1/2003 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: marketing and enrolling clients in various fixed insurance solutions.Business Name: Physcal Solutions Inc. Investment Related: No Address: 18 Ryerson Ave Manorville NY 11949 Nature of Business: Tax/Accounting/CPA Position, Title or Relationship: Owner Start Date: 9/1/2003 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: Provide Incoem Tax, Accounting and Estate Planning solutions.
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Michael Mcdonald's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 3, 2017 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 5225-43 Nesconset Highway Building 8, Port Jefferson, NY 11776RIA
CRD#: 283330
PORT JEFFERSON, NY
Current
October 2, 2017 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 18 Ryerson Avenue, Manorville, NY 11949Office #2: 1303 Main Street, Port Jefferson, NY 11777BD
CRD#: 42046
Manorville, NY
Past
December 6, 2013 - October 2, 2017
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
MANORVILLE, NY
Past
December 4, 2003 - October 2, 2017
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
MANORVILLE, NY
Past
March 27, 2002 - December 10, 2003
VERAVEST INVESTMENTS, INC.
BD
CRD#: 3960
WORCESTER, MA
Past
January 10, 2000 - March 13, 2002
CETERA FINANCIAL SPECIALISTS LLC
BD
CRD#: 10358
SCHAUMBURG, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(10/20/2023)
RR
Connecticut(1/16/2021)
RR
Florida(10/2/2017)
RR
New Jersey(10/2/2017)
RR
New York(10/2/2017)
IAR
New York(6/7/2021)
RR
North Carolina(10/2/2017)
RR
Pennsylvania(6/24/2019)
RR
South Carolina(10/2/2017)
RR
Virginia(10/2/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Port Jefferson, NY 11776TRUST BUT VERIFY
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