William R. Mcdonnell

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CRD#: 865516

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.

William Richard Mcdonnell JR, who also goes by Bill Mcdonnell, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1979. William had worked at 6 firms and has passed the Series 66, Series 65, SIE, Series 16, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Bill Mcdonnell

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 19, 2013 - December 27, 2016

HUNTER ASSOCIATES LLC

RIA

CRD#: 30177

PITTSBURGH, PA

Past

December 11, 2013 - December 27, 2016

HUNTER ASSOCIATES LLC

CRD#: 30177

PITTSBURGH, PA

Past

June 25, 2005 - November 20, 2013

JANNEY MONTGOMERY SCOTT LLC

RIA

CRD#: 463

PITTSBURGH, PA

Past

June 25, 2005 - November 20, 2013

JANNEY MONTGOMERY SCOTT LLC

CRD#: 463

PITTSBURGH, PA

Past

April 18, 2005 - June 25, 2005

PARKER/HUNTER INCORPORATED

RIA

CRD#: 7324

PITTSBURGH, PA

Past

July 15, 1987 - June 25, 2005

PARKER/HUNTER INCORPORATED

CRD#: 7324

PITTSBURGH, PA

Past

September 8, 1980 - April 18, 1986

FEDERATED SECURITIES CORP.

CRD#: 5009

Past

July 16, 1979 - October 27, 1979

AMERICAN INVESTORS OF PITTSBURGH, INC.

CRD#: 1070

Past

May 1, 1979 - August 20, 1979

FINANCIAL ESTATE PLANNING, INC.

CRD#: 287

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".

HUNTER ASSOCIATES LLC

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | HUNTER ASSOCIATES, INC. | HUNTER ASSOCIATES LLC

CRD#: 30177 / SEC#: 801-42007, 8-44779

RIA

Registered Investment Advisory firm - SEC (7/27/1992 Approved)

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

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/2/2004

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/31/1995

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 12/27/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 16

Date: 4/16/1988

NYSE Supervisory Analyst Examination

General Industry/Product Exam

Series 7

Date: 4/21/1979

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/8/1991

General Securities Principal Examination

Current Firm

HUNTER ASSOCIATES LLC

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | HUNTER ASSOCIATES, INC. | HUNTER ASSOCIATES LLC

CRD#: 30177 / SEC#: 801-42007, 8-44779

RIA

Registered Investment Advisory firm - SEC (7/27/1992 Approved)

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

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Contact information

Main Address

436 Seventh Avenue Koppers Building 27th Floor, Pittsburgh, PA, 15219-1818

Mailing Address

436 Seventh Avenue 27th Floor, Pittsburgh, PA, 15219

Phone number

(412) 471-4191

Established

Delaware since 01/01/2016

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

SEC notice filing (31 States and Territories)

FINRA licenses (39 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

2025 HUNTER ASSOCIATES FORM ADV PART 2A (3/31/2025)

2025 HUNTER ASSOCIATES FORM ADV PART 2A APPENDIX 1 (3/31/2025)

Direct owners and executive officers

Name	Position	CRD#
HUNTER ASSOCIATES HOLDINGS, LLC	MEMBER
CLARK, PATRICK JAMES	CCO	5314331
MARSHALL, BRADLEY JOHN	CFO, TREASURER, DIRECTOR	2047270
MCCULLOCH, ROBERT SPITTAL III	VICE PRESIDENT,DIRECTOR	730963
SNYDER, ERICA LYNN	PRESIDENT,CEO,DIRECTOR	3075140

Regulatory assets under management

Total Number of Accounts	2,334
AUM (Assets Under Management)	$ 1,201,488,433

Disclosures

Regulatory Event

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/11/2025	Cover Page	Report
09/30/2024	Cover Page	Report
07/27/2023	Cover Page	Report
12/21/2022	Cover Page	Report

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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Firm Stability Insights

William R. Mcdonnell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

HUNTER ASSOCIATES LLC

JANNEY MONTGOMERY SCOTT LLC

JANNEY MONTGOMERY SCOTT LLC

PARKER/HUNTER INCORPORATED

PARKER/HUNTER INCORPORATED

FEDERATED SECURITIES CORP.

AMERICAN INVESTORS OF PITTSBURGH, INC.

FINANCIAL ESTATE PLANNING, INC.

Primary Firm SEC Registration

HUNTER ASSOCIATES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/2/2004

Series 65

Date: 7/31/1995

SIE

Date: 12/27/2016

Series 16

Date: 4/16/1988

Series 7

Date: 4/21/1979

Series 24

Date: 8/8/1991

Current Firm

HUNTER ASSOCIATES LLC

Contact information

SEC notice filing (31 States and Territories)

FINRA licenses (39 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

HUNTER ASSOCIATES LLC

TRUST BUT VERIFY

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