Daniel C. Mcdonie
Professional summary
Daniel Corey Mcdonie, who also goes by Dan Mcdonie, Daniel Mcdonie, is a registered financial professional currently at MUTUAL OF AMERICA SECURITIES LLC located in Houston, Texas.
Daniel is registered as a RR (Registered Representative) and started their career in finance in 2011. Daniel has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Daniel Corey Mcdonie's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 10, 2025 - Present
MUTUAL OF AMERICA SECURITIES LLC
Office #1: 3040 Post Oak Blvd. Suite 1020, Houston, TX 77056October 13, 2022 - September 9, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 11, 2022 - September 9, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 15, 2014 - November 17, 2020
MUTUAL OF AMERICA LIFE INSURANCE COMPANY
October 15, 2014 - June 23, 2022
MUTUAL OF AMERICA SECURITIES LLC
January 24, 2011 - September 25, 2014
EDWARD JONES
January 10, 2011 - September 25, 2014
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/10/2025)
(9/10/2025)
(9/10/2025)
Exams
FINRA
Current Firm
MUTUAL OF AMERICA SECURITIES LLC
CRD#: 27878 / SEC#: , 8-43278
Contact information
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| MUTUAL OF AMERICA HOLDING COMPANY LLC | MEMBER | |
| BAILEY, CHRISTOPHER DAVID | CHAIRMAN, PRESIDENT AND CHIEF EXECUTIVE OFFICER | 4582524 |
| BRANT, DAVID ROBERT | FINANCIAL AND OPERATIONS PRINCIPAL (FINOP), PRINCIPAL FINANCIAL OFFICER (PFO), PRINCIPAL OPERATIONS OFFICER (POO) | 2718478 |
| GREGORY, IVAN BRUCE | EXECUTIVE VICE PRESIDENT AND BOARD MANAGER | 4984456 |
| JOHNSON, TROY SHERMAN | EXECUTIVE VICE PRESIDENT AND BOARD MANAGER | 3052097 |
| MEDLIN, KYLE LAWRENCE | SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | 5496979 |
| STEINGARTEN, BRIE ANNE ELIZABETH | GENERAL COUNSEL AND SECRETARY | 5373977 |
Red Flags
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