Joseph A. Mcdonald

ACALYX ADVISORS

Arlington, VA 22203

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CRD#: 5329122

Professional summary

Joseph Andrew Mcdonald, who also goes by Joe Andrew Mcdonald, Joe Andrew Mcdonald, is a registered financial professional 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.

Question & Answer

Are you a "fiduciary"?

Aliases

Joe Andrew Mcdonald | Joe Andrew Mcdonald

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Joseph Andrew Mcdonald's 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

June 30, 2015 - Present

ACALYX ADVISORS INC.

Office #1: 4201 Wilson Boulevard 3rd Floor, Suite 9, Arlington, VA 22203

CRD#: 174667

Arlington, VA

Past

March 23, 2015 - July 13, 2015

BURCH & COMPANY, INC

CRD#: 102280

KANSAS CITY, MO

Past

September 17, 2010 - March 16, 2015

MVISION PRIVATE EQUITY ADVISERS USA LLC

CRD#: 122242

NEW YORK, NY

Past

August 26, 2008 - August 18, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

Alabama
(3/23/2022)

California
(7/17/2015)

District of Columbia
(3/28/2016)

Florida
(1/19/2016)

Georgia
(3/23/2022)

Illinois
(3/23/2022)

Indiana
(3/23/2022)

Maryland
(2/8/2016)

Massachusetts
(3/23/2022)

Minnesota
(3/23/2022)

Missouri
(8/3/2015)

Nebraska
(4/19/2022)

Nevada
(3/28/2022)

New York
(7/16/2015)

Ohio
(2/12/2016)

Oklahoma
(3/12/2024)

Pennsylvania
(3/23/2022)

South Carolina
(5/13/2022)

South Dakota
(6/15/2022)

Tennessee
(3/23/2022)

Texas
(3/23/2022)

Virginia
(7/24/2015)

Wyoming
(1/17/2020)

Exams

State Security Law Exam

Series 63

Date: 8/29/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/25/2008

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/14/2021

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

ACALYX ADVISORS INC.

CRD#: 174667 / SEC#: , 8-69577

Broker-Dealer Firm Regulated by FINRA (Florida district office)

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Contact information

Main Address

4440 Pga Blvd Suite 600, Palm Beach Gardens, FL 33410

Mailing Address

4440 Pga Blvd Suite 600, Palm Beach Gardens, FL 33410

Phone number

(212) 235-0870

Established

Delaware since 01/02/2015

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (40 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
ACALYX HOLDINGS, INC.	PARENT
LAWHORN, CURTIS JAMES	VICE PRESIDENT	5344725
MCDONALD, JOSEPH ANDREW	VICE PRESIDENT	5329122
RINEHART, JENNIFER EUNHA	CEO	3265973
SILVESTRO, MICHELE	PRINCIPAL FINANCIAL OFFICER	6960939
SILVESTRO, MICHELE	PRINCIPAL OPERATIONS DIRECTOR	6960939
SUTHERLAND, JANE LOUISE	COMPLIANCE OFFICER	6005500
VANDERWOUDE, KARL ANDREW	CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER	5910116

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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Advisor Monitoring

Firm Stability Insights

Joseph A. Mcdonald

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Joseph Andrew Mcdonald's CRS (Customer Relationship Summary).

Certified licenses

Experience

BURCH & COMPANY, INC

MVISION PRIVATE EQUITY ADVISERS USA LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 63

Date: 8/29/2008

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 8/25/2008

Series 24

Date: 10/14/2021

FINRA

Current Firm

ACALYX ADVISORS INC.

Contact information

FINRA licenses (40 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

ACALYX ADVISORS INC.

TRUST BUT VERIFY

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