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JM

Justin R. Mcdonie

YORKVILLE SECURITIES
Raleigh, NC
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CRD#: 4866653
JM

Professional summary


Justin Ryan Mcdonie MR, who also goes by Justin Ryan Mcdonie, is a registered financial professional currently at YORKVILLE SECURITIES, LLC located in Raleigh, North Carolina.

Justin is registered as a RR (Registered Representative) and started their career in finance in 2025. Justin has worked at 1 firm and has passed the Series 63, Series 79TO, Series 7TO, SIE and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Justin Ryan Mcdonie

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Justin Ryan Mcdonie MR's CRS (Customer Relationship Summary).
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®
None

Experience


Current

April 3, 2025 - Present

YORKVILLE SECURITIES, LLC

BD
CRD#: 330480
Raleigh, NC

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 12/9/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 10/31/2024
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/15/2024
General Securities Representative Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/20/2024
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


YS
YORKVILLE SECURITIES, LLC
YORKVILLE SECURITIES, LLC

CRD#: 330480 / SEC#: , 8-71241

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
1012 Springfield Ave, Mountainside, NJ 07092
Mailing Address
1012 Springfield Ave, Mountainside, NJ 07092
Phone number
(201) 536-5110
Established
Delaware since 02/08/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (26 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
YORKVILLE BD HOLDINGS, LLCSOLE MEMBER
ANGELO, MARK ANTHONYCHAIRMAN OF BOARD OF MANAGERS2585969
BECKMAN, MATTHEW JACOBMEMBER OF THE BOARD OF MANAGERS; CO-HEAD OF INVESTMENT BANKING4139592
BOWMAN, TIMOTHY JOSEPHCHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, AND FINOP2247374
FRANKS, ORENCONTROLLER4902717
MARKUNAS, MICHAEL NMNGENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER1832307
MCNICOLL, PATRICECO-CEO3199758
RILLO, TROY JAMESMEMBER OF BOARD OF MANAGERS; CO-CEO1726077
ROSSELLI, MICHAEL ALBERTMEMBER OF THE BOARD OF MANAGERS; CO-HEAD OF INVESTMENT BANKING7714774

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information


YORKVILLE SECURITIES, LLC

CRD#: 330480Raleigh, NC

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