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Mark Robert Mcdonell

Mcdonell, Mark Robert

Santa Rosa, CA

CRD 4989152

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Employer firm

Mcdonell, Mark Robert CRD 136210

Reported services (Item 5G)

  • Financial planning

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

Current Employers
Mcdonell, Mark Robert

511 Humboldt Street, Santa Rosa, CA 95404 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

511 Humboldt Street, Santa Rosa, CA 95404 • 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
Mark R Mcdonell, Cpa Santa Rosa CA 08/1989 Present
  • 08/1989 → Present
    Mark R Mcdonell, Cpa
    Santa Rosa, CA

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CALDWELL SUTTER CAPITAL, INC.

Nearby Investors

JAMES BERNARD BERTERO
MICHAEL KEVIN MOBERLY
STEPHEN LORAN SMITH

Nearby Offices

MORGAN STANLEY · Santa Rosa, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Santa Rosa, CA
CALDWELL SUTTER CAPITAL, INC. · Santa Rosa, CA

More in Santa Rosa, CA

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