Katie Anne Macdonald

Employer firm

Macdonald Wealth Management, LLC CRD 300063

$38.4M regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 08/2019
  Beck Bode Wealth Management, Llc
  Dedham, MA
• 01/2019 → Present
  Macdonald Wealth Management, Llc
  Mansfield, MA
• 04/2018 → Present
  Macdonald Wealth Management, Llc
  Mansfield, MA

Previous Registrations

• 2016-05-25 → 2019-08-13
  Beck Bode Llc
  Dedham, MA
• 2014-08-21 → 2016-05-19
  Private Advisor Group, Llc
  Dedham, MA
  Morristown, NJ
• 2009-09-18 → 2010-05-20
  Lpl Financial Llc
  Marlborough, MA
  Fort Mill, SC
• 2008-12-19 → 2009-03-27
  Winslow, Evans & Crocker, Inc.
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-12-18
• S63 Uniform Securities Agent State Law Examination
  2008-10-10

Designations

• Certified Financial Planner

Other Names

• Katie Mcdonald
• Katie Anne Mcdonald