Brianna Mcdonald

Employer firm

Agw Capital Advisors CRD 150570

$1.73B regulatory AUM 16 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• 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

• 05/2024 → Present
  Agw Capital Advisors
  Tampa, FL
• 08/2014 → 05/2021
  Buchholz High School
  Gainesville, FL
• 08/2021 → Present
  University Of Florida
  Gainesville, FL
• 05/2022 → 05/2024
  University Of Florida Brain Tumor Immunotherapy Program, Flores
  Gainesville, FL
• 06/2021 → 08/2021
  Unemployed
  Gainesville, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-04

Other Names

• Bri Mcdonald