Donald Lee Mcdonald

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 10/2014 → 02/2024
  Triad Advisors, Inc.
  Norcross, GA
• 02/2024 → Present
  Cetera Financial Specialists
  Schaumburg, IL
• 02/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2008 → Present
  Mcdonald Wealth Management
  Cave Spring, GA
• 01/2016 → Present
  Mcdonald Management And Consulting Services "Mmcs";
  Cave Spring, GA

Previous Registrations

• 2014-10-07 → 2024-02-15
  Triad Advisors Llc
  Rome, GA
  Rome, GA
  Atlanta, GA
• 2008-09-17 → 2014-10-15
  Lpl Financial Llc
  Rome, GA
  San Diego, CA
  Rome, GA
• 2003-06-24 → 2008-09-15
  Ameriprise Advisor Services, Inc.
  Rome, GA
• 2001-02-22 → 2002-08-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rome, GA

Other Businesses

1) MCDONALD WEALTH MANAGEMENT; CAVE SPRING, GA; INVESTMENT RELATED; DBA FOR INVESTMENTS; PRESIDENT/OWNER; SINCE 09/2008; 160HRS/MO 2) MCDONALD MANAGEMENT AND CONSULTING SERVICES "MMCS"; CAVE SPRING, GA; NON-INVESTMENT RELATED; FINANCIAL AND TAX CONSULTING; PRESIDENT/OWNER; SINCE 01/2016; 8 HRS/MO 3) ST. ANDREW'S ANGLICAN CHURCH; ROME, GA; NON-INVESTMENT RELATED; JUNIOR WARDEN; OVERSEE BUDGET FOR BUILDING/GROUNDS MAINTENANCE; 4 HRS/MO, SINCE 12/2020

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-01-18
• S63 Uniform Securities Agent State Law Examination
  1994-05-20

Other Names

• Don Mcdonald