Donna M. Mcgill

ATCAP PARTNERS

Marlton, NJ

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CRD#: 5149681

Professional summary

Donna Marie Mcgill, who also goes by Donna M Mcgill, is a registered financial advisor currently at ATCAP PARTNERS, LLC located in Marlton, New Jersey and CEROS FINANCIAL SERVICES, INC. located in Marlton, New Jersey.

Donna is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Donna has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Donna M Mcgill

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.

1. CRITICAL MATH PARTNERS LLC, 3817 CROSSWICKS-HAMILTON SQ. RD, SUITE 393, HAMILTON, NJ 08691, NOT INVESTMENT RELATED, LIFE INSURANCE AGENT SELLING LIFE INSURANCE/FIXED ANNUITIES, START DATE 2/1/19, 40 HRS PER MO, 40 HRS PER MO DURING TRADING HRS, COMPENSATION COMMISSION, SALES AND SERVICING OF LIFE INSURANCE AND FIXED INDEX ANNUITIES 2. EDWARD FORKER, LLC, NOT INVESTMENT RELATED, SEASONAL TAX PREPARER, START DATE 1/1/16, 40 HRS PER MO, 0 HRS PER MO DURING TRADING HRS, COMPENSATION PER HOUR, SEASONAL INCOME TAX PREPARATION AtCap Partners,Is Investment Related,"1445 Research Blvd, Suite 530, Rockville, MD, 20850, United States",Financial Advice,Investment Advisor Representative,1/1/2019,100 hours per month,100 hours per month during trading hours,Fee Based Compensation,Financial advice and investing.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donna Marie Mcgill'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

April 4, 2017 - Present

ATCAP PARTNERS, LLC

RIA

CRD#: 158214

Marlton, NJ

Current

August 22, 2016 - Present

CEROS FINANCIAL SERVICES, INC.

CRD#: 37869

MARLTON, NJ

Past

February 22, 2016 - March 1, 2017

CRITICAL MATH ADVISORS LLC

RIA

CRD#: 138613

HAMILTON, NJ

Past

July 23, 2015 - August 23, 2016

THE INVESTMENT CENTER, INC.

CRD#: 17839

HAMILTON, NJ

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".

ATCAP PARTNERS, LLC

ATCAP PARTNERS, LLC | KENSINGTON ANALYTICS | FORTE CAPITAL GROUP | CRITICAL MATH

CRD#: 158214 / SEC#: 801-72617

RIA

Registered Investment Advisory firm - (7/25/2011 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(1/3/2023)

New Jersey
(8/22/2016)

IAR

New Jersey
(4/4/2017)

Pennsylvania
(1/3/2020)

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

State Security Law Exam

IAR

Series 66

Date: 9/25/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/23/2015

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/19/2015

General Securities Principal Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

ATCAP PARTNERS, LLC

ATCAP PARTNERS, LLC | KENSINGTON ANALYTICS | FORTE CAPITAL GROUP | CRITICAL MATH

CRD#: 158214 / SEC#: 801-72617

RIA

Registered Investment Advisory firm - (7/25/2011 Approved)

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Contact information

Main Address

1445 Research Boulevard #530, Rockville, MD 20850

Mailing Address

Phone number

(866) 842-3356

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ATCAP PARTNERS- JULY 2022 (3/25/2025)

Regulatory assets under management

Total Number of Accounts	220
AUM (Assets Under Management)	$ 62,948,000

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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Firm Stability Insights

Donna M. Mcgill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donna Marie Mcgill's CRS (Customer Relationship Summary).

Certified licenses

Experience

CEROS FINANCIAL SERVICES, INC.

CRITICAL MATH ADVISORS LLC

THE INVESTMENT CENTER, INC.

Primary Firm SEC Registration

ATCAP PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/25/2015

SIE

Date: 10/1/2018

Series 7

Date: 7/23/2015

Series 24

Date: 11/19/2015

FINRA

Nasdaq Stock Market

Current Firm

ATCAP PARTNERS, LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ATCAP PARTNERS, LLC

TRUST BUT VERIFY

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