Frederick V Mcdonald Iii
Professional Summary
Frederick V Mcdonald III, who also goes by Frederick VIncent Mcdonald III, Frederick Mcdonald, Tucker Mcdonald, is a registered financial advisor currently at US ADVISORY GROUP located in Beverly, Massachusetts and LPL FINANCIAL LLC located in Beverly, Massachusetts. Frederick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Frederick has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Frederick Vincent Mcdonald Iii, Frederick Mcdonald, Tucker Mcdonald
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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
16 years in the financial services industry
Current & Past Employments
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Current Firm
US ADVISORY GROUP | WEALTH MANAGEMENT PARTNERS, INC. D/B/A US ADVISORY GROUP | WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP | WEALTH ADVISORY GROUP | US ADVISORY GROUP, LLC | US ADVISORY GROUP LLC | US ADVISORY GROUP INC
Contact Information
Main Address
152 Conant St. Suite 201, Beverly, MA 01915Phone Number
(781) 246-0222# of Employees
4Documents
Regulatory Assets Under Management
Total Number of Accounts
206AUM (Assets Under Management)
$65,839,294Similar Advisors
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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.
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State Registrations and Notice Filings
(6/1/2022)
(6/1/2022)
(6/1/2022)
(6/1/2022)
(7/6/2022)
(6/1/2022)
(5/20/2013)
(6/1/2022)
(6/1/2022)
(2/22/2023)
(11/4/2024)
(6/1/2022)
(6/1/2022)
(9/21/2026)
(10/23/2025)
(9/29/2022)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 2010About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Frederick V Mcdonald III's CRS (Customer Relationship Summary).
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