Scott Owen Mcdonald

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

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

• 06/1988 → 09/2020
  Scott O. Mcdonald, Odpa
  Asheville, NC
• 03/2015 → Present
  Mml Investors Services, Llc
  Weaverville, NC
• 01/2015 → Present
  Massmutual Life Insurance Co
  Weaverville, NC
• 09/2020 → 02/2025
  Scott O. Mcdonald, Odpa
  Weaverville, NC
• 09/2021 → Present
  Elevate Eye Care
  Mars Hill, NC
• 03/2024 → Present
  Optometric Eye Care Center
  Rocky Mount, NC

Previous Registrations

• 2012-05-28 → 2014-11-18
  Southeast Investments, N.C., Inc.
  Asheville, NC
  Charlotte, NC
  Asheville, NC

Other Businesses

(1) NAME: INNOVATIVE FINANCIAL PLANNING, LLC INV REL: Y ADDR: 50 HIGH BLUFF DR, WEAVERVILLE, NC 28787-8902 NATURE: INDIVIDUAL LIFE POSITION: SALES, OWNERSHIP, AGENT START: 5/1/2009 NO HRS/MO: 10 NO HRS/MO DUR TRADING: 10. (2) NAME: CONCEPT PROPERTIES, LLC INV REL: Y ADDR: 50 HIGH BLUFF DR, WEAVERVILLE, NC 28787-8902 NATURE: SIMPLE RENTAL PROPERTY POSITION: MANAGER START: 1/1/2008 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 0. (3) NAME: ELEVATE EYE CARE INV REL: N ADDR: 63 CHESTNUT ST., MARS HILL, NC 28754 NATURE: EYE CARE POSITION: OPTOMETRIST START DATE: 09/01/2021 NO. HR/MO: 60 NO. HR/MO DURING SEC TRADING: 40. (4) NAME: OPTOMETRIC EYE CARE CENTER INV REL: N ADDR: 3044 SUNSET AVENUE, ROCKY MOUNT, NC 27804 NATURE: EYE CARE POSITION: OPTOMETRIST START DATE: 03/04/2024 NO. HR/MO: 60 NO. HR/MO DURING SEC TRADING: 40. (5) NAME: GRYPHON CAPITAL, INC. INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: REALTOR/REAL ESTATE POSITION: OWNER START DATE: 09/03/2025 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: EVALUATING AND EXECUTING INVESTMENTS (6) NAME: MELVIN GROUP INV REL: Y ADD: RESIDENTIAL NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 01/01/2026 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1 DUTIES: LIFE, LONG-TERM CARE, AND FIXED ANNUITIES

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-05-25
• S63 Uniform Securities Agent State Law Examination
  2009-04-24