Inactive

Todd Jay Mcdonald

United Capital Financial Advisors

CRD 5692630

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Employer firm

United Capital Financial Advisors CRD 134600

$24.6B regulatory AUM 160 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

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

Current Employers

United Capital Financial Advisors

125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-12-05
TX	RA	APPROVED	2025-12-03

NJ RA
APPROVED

Since 2025-12-05
TX RA
APPROVED

Since 2025-12-03

Branch Locations

125 E John Carpenter Frwy Ste 1300, Irving, TX 75062 • United States

Hoboken, NJ • 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
Wealthspire Advisors	New York	NY	10/2013	02/2020
Apexium Financial Lp	Dallas	TX	02/2020	11/2025
United Capital Financial Advisors, Llc	Irving	TX	11/2025	Present

10/2013 → 02/2020

Wealthspire Advisors

New York, NY
02/2020 → 11/2025

Apexium Financial Lp

Dallas, TX
11/2025 → Present

United Capital Financial Advisors, Llc

Irving, TX

Designations

Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

GIBRALTAR CAPITAL MANAGEMENT, INC.

Nearby Investors

JAY DEE COURTNEY

MARK ANTHONY MILLER

GENE STEVEN GURLEY

Nearby Offices

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · IRVING, TX

GIBRALTAR CAPITAL MANAGEMENT, INC. · IRVING, TX

EDWARD JONES · IRVING, TX

More in Irving, TX

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