Mark Gregory Mcgonagle

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 12/2013 → 11/2022
  Cantella & Co., Inc.
  Boston, MA
• 11/2022 → Present
  Raymond James Financial Services, Inc.
  Boston, MA
• 11/2022 → Present
  Raymond James Financial Services Advisors, Inc.
  Boston, MA
• 11/2022 → Present
  Greentree Investment Group
  Boston, MA

Previous Registrations

• 2013-12-10 → 2022-11-15
  Cantella & Co., Inc.
  Malden, MA
  Boston, MA
  Malden, MA
  Boston, MA
• 2006-07-26 → 2013-12-24
  Lpl Financial Llc
  Boston, MA
  Canton, MA
  Boston, MA
  Fort Mill, SC
  Boston, MA

Other Businesses

Name of Business: Chestnut Hill Wealth Management Group Address: 75 Arlington St Fl 10, Boston, MA, 02116-3936, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 12/06/2013 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: This is my DBA.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-07-24
• S63 Uniform Securities Agent State Law Examination
  1994-07-27