MM
Mark R. Mcdonell
MCDONELL, MARK ROBERT
SANTA ROSA, CA 95404
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CRD#: 4989152
MM
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 .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Robert Mcdonell'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
February 6, 2024 - Present
MCDONELL, MARK ROBERT
Office #1: 511 Humboldt Street, Santa Rosa, CA 95404RIA
CRD#: 136210
SANTA ROSA, CA
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
California(2/6/2024)
Exams
Current Firm
MM
MCDONELL, MARK ROBERT
MARK MCDONELL, CPA | MCDONELL, MARK ROBERT
CRD#: 136210 / SEC#:
California
Registered Investment Advisory firm - (5/5/2000 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
511 Humboldt Street, Santa Rosa, CA 95404
Mailing Address
Phone number
(707) 526-9621
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Company Information
MCDONELL, MARK ROBERT
CRD#: 136210Santa Rosa, CA 95404TRUST BUT VERIFY
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