Mark Robert Mcdonell
Professional Summary
Mark Robert Mcdonell is a registered financial advisor currently at MCDONELL, MARK ROBERT located in Santa Rosa, California. Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Mark has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
2 years in the financial services industry
Current & Past Employments
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Current Firm
MARK MCDONELL, CPA | MCDONELL, MARK ROBERT
Contact Information
Main Address
511 Humboldt Street, Santa Rosa, CA 95404Phone Number
(707) 526-9621# of Employees
0Documents
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Mark Robert Mcdonell's CRS (Customer Relationship Summary).
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