AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
DM

Donald A. Macleod

Some features on this profile are disabled
CRD#: 6580287
DM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Donald Andrew Macleod, who also goes by Donald Macleod, Andy Macleod, was a registered financial professional .

Donald is a previously registered financial professional and started their career in finance in 2016. Donald had worked at 2 firms and has passed the Series 63, SIE, Series 87, Series 57, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Donald Macleod | Andy Macleod

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

December 12, 2016 - December 31, 2021

CLARKSONS SECURITIES, INC

BD
CRD#: 30882
NEW YORK, NY
Past

January 1, 2016 - December 13, 2016

SG AMERICAS SECURITIES, LLC

BD
CRD#: 128351
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
RR
Series 63
Date: 3/4/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 57
Date: 2/20/2017
Securities Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CS
CLARKSONS SECURITIES, INC
CLARKSONS PLATOU SECURITIES, INC. | RS PLATOU MARKETS, INC. | RS PLATOU MARKETS INC. | R & R PLANNING GROUP LTD | DJF DISCOUNT BROKERS, INC. | DJF DISCOUNT BROKERS, INC | CLARKSONS SECURITIES, INC. | CLARKSONS SECURITIES, INC

CRD#: 30882 / SEC#: , 8-45221

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
104 West 40th Street - 12th Floor, New York, NY 10018
Mailing Address
104 West 40th Street - 12th Floor, New York, NY 10018
Phone number
(212) 317-7092
Established
New York since 09/15/1992
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (18 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
CLARKSONS SECURITIES ASSOLE SHAREHOLDER
DEVRIES, TIMOTHY SCO-CEO4852002
FODSTAD, CHRISTIAN GJELSVIKDIRECTOR7726256
HELBERG, IVAN ERIKDIRECTOR6447460
HOY, SNORRE FAERDENDIRECTOR7726806
IANNACI, SALVATORE ANTHONYCO-CEO2778870
MCDONAGH, BRIAN JOSEPHCHIEF COMPLIANCE OFFICER2749774
MCDONAGH, BRIAN JOSEPHCFO/FINOP2749774

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


CLARKSONS SECURITIES, INC

CRD#: 30882

TRUST BUT VERIFY

Monitor Donald Macleod

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics