Jeffrey T. Macdonagh

GRANDFIELD & DODD

New York, NY 10005

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CRD#: 5010118

Professional summary

Jeffrey Thomas Stensven Macdonagh, who also goes by Jeffrey Thomas Dumler, Jeffrey Thomas Stevenson Macdonagh, Jeffrey Thomas Macdonagh-dumler, is a registered financial advisor currently at GRANDFIELD & DODD, LLC located in New York, New York.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jeffrey has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey Thomas Dumler | Jeffrey Thomas Stevenson Macdonagh | Jeffrey Thomas Macdonagh-Dumler

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.

Mr. MacDonagh serves as a member of the Board of Directors of Pro Mujer, Inc., 515 Madison Ave., 8th Floor, New York, NY 10022. Pro Mujer is a charitable organization engaged in financial services, lending and microfinance. Mr. MacDonagh has served on the Board of Directors since September 1, 2018 and devotes approximately 10 hours each month (during securities trading hours) to Board oversight matters and in connection with serving on the senior management team.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Thomas Stensven Macdonagh'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

September 9, 2021 - Present

GRANDFIELD & DODD, LLC

Office #1: 40 Wall Street, New York, NY 10005

RIA

CRD#: 110971

New York, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GRANDFIELD & DODD, LLC

CRD#: 110971 / SEC#: 801-60064

RIA

Registered Investment Advisory firm - (3/1/2001 Approved)

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

New York
(9/9/2021)

IAR

Texas
(7/29/2022)

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

Current Firm

GRANDFIELD & DODD, LLC

CRD#: 110971 / SEC#: 801-60064

RIA

Registered Investment Advisory firm - (3/1/2001 Approved)

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Contact information

Main Address

28 Liberty Street Suite 5901, New York, NY 10005

Mailing Address

Phone number

(212) 477-9626

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GRANDFIELD & DODD BROCHURE AND SUPPLEMENT SEPTEMBER 15, 2025 (9/15/2025)

Regulatory assets under management

Total Number of Accounts	1,766
AUM (Assets Under Management)	$ 2,028,691,594

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/01/2025	Cover Page	Report
01/15/2025	Cover Page	Report
10/27/2023	Cover Page	Report
01/27/2023	Cover Page	Report

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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Jeffrey T. Macdonagh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Thomas Stensven Macdonagh's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRANDFIELD & DODD, LLC

Primary Firm SEC Registration

GRANDFIELD & DODD, LLC

State Registrations and Notice Filings

Exams

Current Firm

GRANDFIELD & DODD, LLC

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

GRANDFIELD & DODD, LLC

TRUST BUT VERIFY

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