MD
Mark D. Donaldson
AE WEALTH MANAGEMENT
Annapolis, MD 21401
Some features on this profile are disabled
CRD#: 7308757
MD
Professional summary
Mark David Donaldson is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Annapolis, Maryland and MADISON AVENUE SECURITIES, LLC located in Annapolis, Maryland.
Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Mark has worked at 2 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1.) WADSWORTH FINANCIAL CONSULTING, LLC; YES INVESTMENT RELATED; 65 OLD SOLOMONS ISLAND RD, STE 108, ANNAPOLIS, MD, 21401; INSURANCE SALES; FINANCIAL ADVISOR; START DATE 09/2020; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.) RENTAL PROPERTY; NOT INVESTMENT RELATED; 2330 FOREST RIDGE TERRANCE, UNIT 7, CHESAPEAKE BEACH, MD 20732; PROPERTY RENTAL; OWNER; 9/1/2023; 2HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS; PROPERTY MANAGEMENT. 3.) Name: AE Wealth Management; Investment Related: Yes; Address: Topeka, Kansas; Nature of the Business: Investment Advice: Position: Investment Advisor Representative; Hours Per Week: 40 Hours; Start Date: 03/2022
CRS (Client Relationship Summary) - RIA
Click below to view Mark David Donaldson'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®
NoneExperience
Current
March 3, 2022 - Present
AE WEALTH MANAGEMENT, LLC
Office #1: 65 Old Solomons Island Rd Ste 108, Annapolis, MD 21401RIA
CRD#: 282580
Annapolis, MD
Current
October 10, 2025 - Present
MADISON AVENUE SECURITIES, LLC
Office #1: 65 Old Solomons Island Rd. Suite 108, Annapolis, MD 21401RIA
BD
CRD#: 23224
Annapolis, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
RIA
Registered Investment Advisory firm - (2/17/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
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
RR
Florida(10/15/2025)
IAR
Maryland(3/3/2022)
RR
Maryland(10/15/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/9/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
RIA
Registered Investment Advisory firm - (2/17/2016 Approved)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
2950 Sw Mcclure Road Suite B, Topeka, KS 66614
Mailing Address
Phone number
(866) 363-9595
Established
Firm type
Fiscal year end
# of Employees
602
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,059 |
| AUM (Assets Under Management) | $ 37,525,706,084 |
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
AE WEALTH MANAGEMENT, LLC
CRD#: 282580Annapolis, MD 21401TRUST BUT VERIFY
Monitor Mark Donaldson
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
