Joseph Andrew Mcdonald
Professional Summary
Joseph Andrew Mcdonald, who also goes by Joe Andrew Mcdonald, Joe Andrew Mcdonald, is a registered financial advisor currently at ACALYX ADVISORS INC. located in Arlington, Virginia. Joseph is registered as a RR (Registered Representative) and started their career in finance in 2008. Joseph has worked at 4 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Joe Andrew Mcdonald, Joe Andrew Mcdonald
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
18 years in the financial services industry
Current & Past Employments
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Current Firm
ACALYX ADVISORS INC.
Contact Information
Main Address
4201 Wilson Blvd Suite 300, Arlington, VA 22203Mailing Address
4201 Wilson Blvd Suite 300, Arlington, VA 22203Phone Number
(212) 235-0870Established
Delaware since 01/02/2015Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (40 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ACALYX HOLDINGS, INC. | PARENT | — |
| LAWHORN, CURTIS JAMES | MANAGING PARTNER | 5344725 |
| MCDONALD, JOSEPH ANDREW | CHIEF EXECUTIVE OFFICER | 5329122 |
| RINEHART, JENNIFER EUNHA | SENIOR ADVISOR | 3265973 |
| SILVESTRO, MICHELE ANN | PRINCIPAL FINANCIAL OFFICER & PRINCIPAL OPERATIONS OFFICER | 6960939 |
| SUTHERLAND, JANE LOUISE | COMPLIANCE OFFICER | 6005500 |
| VANDERWOUDE, KARL ANDREW | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | 5910116 |
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(3/23/2022)
(7/17/2015)
(6/8/2026)
(6/8/2026)
(6/8/2026)
(3/28/2016)
(1/19/2016)
(3/23/2022)
(3/23/2022)
(3/23/2022)
(2/8/2016)
(3/23/2022)
(6/8/2026)
(3/23/2022)
(8/3/2015)
(4/19/2022)
(3/28/2022)
(7/16/2015)
(6/8/2026)
(2/12/2016)
(3/12/2024)
(3/23/2022)
(5/13/2022)
(6/15/2022)
(3/23/2022)
(3/23/2022)
(7/24/2015)
(6/8/2026)
(6/8/2026)
(6/8/2026)
(1/17/2020)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Joseph Andrew Mcdonald's CRS (Customer Relationship Summary).
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