Jeffrey T. Macdonagh
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Thomas Stensven Macdonagh's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 9, 2021 - Present
GRANDFIELD & DODD, LLC
Office #1: 40 Wall Street, New York, NY 10005Primary Firm SEC Registration
GRANDFIELD & DODD, LLC
CRD#: 110971 / SEC#: 801-60064
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/9/2021)
(7/29/2022)
Exams
Current Firm
GRANDFIELD & DODD, LLC
CRD#: 110971 / SEC#: 801-60064
Contact information
SEC notice filing (27 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,763 |
| AUM (Assets Under Management) | $ 2,213,268,773 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/01/2025 | ||
| 01/15/2025 | ||
| 10/27/2023 |
Red Flags
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