Katie A. Macdonald

MACDONALD WEALTH MANAGEMENT

Mansfield, MA 02048

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CRD#: 4836269

Professional summary

Katie Anne Macdonald, CFP®, who also goes by Katie Anne Mcdonald, Katie Mcdonald, is a registered financial advisor currently at MACDONALD WEALTH MANAGEMENT, LLC located in Mansfield, Massachusetts.

Katie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Katie has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Katie Anne Mcdonald | Katie Mcdonald

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.

Financially Fit with Katie, LLC; Not investment related; Taunton, MA; General financial advice; owner; Manager; 08/2021; 20 hours per month; financial counseling.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Katie Anne Macdonald'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®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

July 25, 2019 - Present

MACDONALD WEALTH MANAGEMENT, LLC

Office #1: 200 Chauncy Street Suite 210, Mansfield, MA 02048

RIA

CRD#: 300063

Mansfield, MA

Past

May 25, 2016 - August 13, 2019

BECK BODE LLC

RIA

CRD#: 282611

DEDHAM, MA

Past

August 21, 2014 - May 19, 2016

PRIVATE ADVISOR GROUP, LLC

RIA

CRD#: 155216

DEDHAM, MA

Past

July 18, 2014 - May 17, 2016

LPL FINANCIAL LLC

CRD#: 6413

DEDHAM, MA

Past

December 6, 2011 - July 31, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

HOPKINTON, MA

Past

May 19, 2010 - November 17, 2011

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

AUBURNDALE, MA

Past

September 18, 2009 - May 20, 2010

LPL FINANCIAL LLC

RIA

CRD#: 6413

MARLBOROUGH, MA

Past

September 16, 2009 - May 20, 2010

LPL FINANCIAL LLC

CRD#: 6413

MARLBOROUGH, MA

Past

April 24, 2009 - July 14, 2009

PRUCO SECURITIES, LLC.

CRD#: 5685

MARLBOROUGH, MA

Past

December 19, 2008 - March 27, 2009

WINSLOW, EVANS & CROCKER, INC.

RIA

CRD#: 29686

BOSTON, MA

Past

August 15, 2008 - March 27, 2009

WINSLOW, EVANS & CROCKER, INC.

CRD#: 29686

BOSTON, MA

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.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(7/25/2019)

IAR

New Hampshire
(10/8/2025)

IAR

Rhode Island
(10/16/2025)

IAR

Texas
(10/30/2025)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/18/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/10/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/17/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/14/2008

General Securities Representative Examination

Current Firm

MACDONALD WEALTH MANAGEMENT, LLC

CRD#: 300063 / SEC#:

Massachusetts

Registered Investment Advisory firm - (7/25/2019 Approved)

New Hampshire

Registered Investment Advisory firm - (9/17/2025 Approved)

Rhode Island

Registered Investment Advisory firm - (10/16/2025 Approved)

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Contact information

Main Address

200 Chauncy Street Suite 210, Mansfield, MA 02048

Mailing Address

Phone number

(508) 500-9960

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	233
AUM (Assets Under Management)	$ 30,343,688

Red Flags

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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Advisor Monitoring

Firm Stability Insights

Katie A. Macdonald

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Katie Anne Macdonald's CRS (Customer Relationship Summary).

Certified licenses

Experience

BECK BODE LLC

PRIVATE ADVISOR GROUP, LLC

LPL FINANCIAL LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

PRUCO SECURITIES, LLC.

WINSLOW, EVANS & CROCKER, INC.

WINSLOW, EVANS & CROCKER, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/18/2008

Series 63

Date: 10/10/2008

SIE

Date: 5/17/2016

Series 7

Date: 8/14/2008

Current Firm

MACDONALD WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MACDONALD WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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