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Matthew M. Mcdonagh

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CRD#: 5948542
MM

Professional summary

Matthew M Mcdonagh was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Matthew is a previously registered financial professional and started their career in finance in 2011. Prior to being barred, Matthew had worked at 3 firms, which includes OSPREY PARTNERS LLC, CABOT LODGE SECURITIES LLC, LAIDLAW & COMPANY (UK) LTD..

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

August 25, 2016 - June 21, 2017

OSPREY PARTNERS LLC

BD
CRD#: 38122
WESTPORT, CT
Past

February 12, 2013 - June 17, 2013

CABOT LODGE SECURITIES LLC

BD
CRD#: 159712
NEW YORK, NY
Past

October 7, 2011 - May 29, 2012

LAIDLAW & COMPANY (UK) LTD.

BD
CRD#: 119037
NEW YORK, NY

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 4/20/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/14/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/21/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 8/25/2016
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 10/6/2011
General Securities Representative Examination

Current Firm

OP
OSPREY PARTNERS LLC
OBSIDIAN SIGNATURE SECURITIES | OSPREY PARTNERS LLC

CRD#: 38122 / SEC#: , 8-48109

BD
Terminated by SEC on 09/08/2017
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Contact information

Main Address
Mailing Address
Phone number
Established
Connecticut since 12/22/1994
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
REBOLD, MATTHEW IRAMANAGING PARTNER/CCO1100926

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.

Company Information

OSPREY PARTNERS LLC

CRD#: 38122

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