Connor Charles Mcdonald

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-07-26
NY	RA	APPROVED	2022-06-22

Branch Locations

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

Organization	City	State	From	To
Bounce	Syosset	NY	07/2015	08/2018
Quinnipac University	Hamden	CT	08/2016	05/2020
Northwestern Mutual	Farmingdale	NY	06/2019	09/2019
National Securities Corporation	Melville	NY	07/2020	04/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Copiague	NY	04/2022	Present
Bethpage School District	Bethpage	NY	12/2019	07/2020
Ben Ami Autocare	Lindenhurst	NY	05/2018	08/2018
Lowes	Hicksville	NY	05/2017	08/2017
Bank Of America, N.A.	Copiague	NY	07/2022	Present

07/2015 → 08/2018

Bounce

Syosset, NY
08/2016 → 05/2020

Quinnipac University

Hamden, CT
06/2019 → 09/2019

Northwestern Mutual

Farmingdale, NY
07/2020 → 04/2022

National Securities Corporation

Melville, NY
04/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Copiague, NY
12/2019 → 07/2020

Bethpage School District

Bethpage, NY
05/2018 → 08/2018

Ben Ami Autocare

Lindenhurst, NY
05/2017 → 08/2017

Lowes

Hicksville, NY
07/2022 → Present

Bank Of America, N.A.

Copiague, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-06-15
S63	Uniform Securities Agent State Law Examination	2022-01-14