Allyson M. Mcdonald
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Allyson Morgan Mcdonald, who also goes by Allyson Mcdonald, was a registered financial professional .
Allyson is a previously registered financial professional and started their career in finance in 1995. Allyson had worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 2, 2017 - October 3, 2018
FORESIDE FUND SERVICES, LLC
April 8, 2014 - May 28, 2015
ALPS DISTRIBUTORS, INC.
December 7, 2010 - February 24, 2012
NYLIFE DISTRIBUTORS LLC
November 19, 2004 - September 7, 2005
FIDELITY BROKERAGE SERVICES LLC
March 5, 2004 - August 24, 2004
SAYBROOK CAPITAL CORPORATION
January 6, 1998 - March 11, 2002
GOLDMAN SACHS & CO. LLC
November 8, 1995 - November 9, 1995
SOUTHPOINTE DISTRIBUTION SERVICES INC.
November 8, 1995 - December 9, 1997
FEDERATED SECURITIES CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
FORESIDE FUND SERVICES, LLC
CRD#: 46106 / SEC#: , 8-51293
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FORESIDE DISTRIBUTORS, LLC | SOLE MEMBER | |
| COWAN, TERESA MARIA KAZMIERSKI | PRES/MANAGER/DIRECTOR | 1544189 |
| EDELMAN, GABRIEL | SECRETARY | 6654419 |
| LA FOND, SUSAN LORENE | TREASURER | 4512785 |
| LANZA, CHRISTOPHER CONTE | VICE PRESIDENT | 2184856 |
| MACCHIA, KATE SCHENDEL | VICE PRESIDENT | 4863973 |
| SOMMERS, WESTON | CFO/FINOP | 5290145 |
| STROUT, ALICIA KIMBERLY | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | 6320351 |
Red Flags
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