Michael Paul Mcdonagh

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

Current Employers

Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-07-27
TX	RA	APPROVED_RES	2019-07-16
NJ	RA	APPROVED	2011-06-28

NY RA
APPROVED

Since 2021-07-27
TX RA
APPROVED_RES

Since 2019-07-16
NJ RA
APPROVED

Since 2011-06-28

Branch Locations

68 S Service Rd Ste 100, Melville, NY 11747 • 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

Organization	City	State	From	To
Wells Fargo Advisors Financial Network Llc	Melville	NY	06/2011	Present

06/2011 → Present

Wells Fargo Advisors Financial Network Llc

Melville, NY

Previous Registrations

2009-10-23 → 2011-07-05

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Melville, NY

Melville, NY

Melville, NY

Melville, NY
2005-09-05 → 2009-10-23

Banc Of America Investment Services, Inc.

Northport, NY

Melville, NY

Melville, NY

Other Businesses

MICHAEL MCDONAGH LIGHTHOUSE ADVISORS INC.; INV. RELATED; MELVILLE, NY; 100% OWNERSHIP; FINET BUSINESS. TRUSTEE FOR FAMILY TRUST; INV. RELATED; SOUTHAMPTON, NY; START DATE 11/2022; LESS THAN 1 HR PER MONTH.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-09-01

S66 Uniform Combined State Law Examination

2005-09-01

Other Names

Michael Mcdonagh

View on SEC IAPD