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Katie Anne Macdonald

Macdonald Wealth Management, LLC

Mansfield, MA

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Current Employers
Macdonald Wealth Management, Llc

200 Chauncy Street Suite 210, Mansfield, MA 02048 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-10-16
TX RA APPROVED_RES 2025-10-09
NH RA APPROVED 2025-10-08
MA RA APPROVED 2019-07-25
  • RI RA
    APPROVED
    Since 2025-10-16
  • TX RA
    APPROVED_RES
    Since 2025-10-09
  • NH RA
    APPROVED
    Since 2025-10-08
  • MA RA
    APPROVED
    Since 2019-07-25

Branch Locations

200 Chauncy Street Suite 210, Mansfield, MA 02048 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beck Bode Wealth Management, Llc Dedham MA 05/2016 08/2019
Macdonald Wealth Management, Llc Mansfield MA 01/2019 Present
Macdonald Wealth Management, Llc Mansfield MA 04/2018 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-12-18
S63 Uniform Securities Agent State Law Examination 2008-10-10
  • S65 Uniform Investment Adviser Law Examination
    2008-12-18
  • S63 Uniform Securities Agent State Law Examination
    2008-10-10
Designations
Other Names
  • Katie Mcdonald
  • Katie Anne Mcdonald

View on SEC IAPD

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Other Investors

William Francis Hughes
KATERINA LUBONJA
Edward George Turnbull
Andrew Simon Blacker
ANTHONY A SALOTTO
LOUIS ANTHONY DELLA VALLE
ROSS Patrick MCWILLIAMS
Michael Kelleher

Other Offices

OSAIC INSTITUTIONS, INC. · Mansfield, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MANSFIELD , MA
DELPHINUS FINANCIAL ADVISORS, LLC · MANSFIELD, MA
DAKOTA WEALTH, LLC · Mansfield, MA
DAKOTA WEALTH, LLC · MANSFIELD, MA
J.P. MORGAN SECURITIES LLC · Mansfield, MA
OSAIC WEALTH, INC. · MANSFIELD, MA
PFS INVESTMENTS INC. · FOXBORO, MA

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