Abigail Spicer Mcdonnell

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 03/2018
  Global Financial Private Capital, Llc
  Sarasota, FL
• 06/2015 → Present
  Massey And Associates, Inc.
  Lincoln, RI
• 03/2018 → Present
  Ae Wealth Management, Llc
  Topeka, KS

Previous Registrations

• 2016-01-08 → 2018-03-06
  Global Financial Private Capital, Inc.
  Lincoln, RI
  Sarasota, FL

Other Businesses

MASSEY AND ASSOCIATES, INC.; INVESTMENT-RELATED; 650 GEORGE WASHINGTON HWY., SUITE 102 LINCOLN, RI 02865; INSURANCE SALES & SERVICE; INSURANCE AGENT; 06/2015; 160; 160; SALES AND SERVICE OF FIXED ANNUITY AND LIFE INSURANCE POLICIES

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-11-23
• S63 Uniform Securities Agent State Law Examination
  2014-04-30

Other Names

• Abby Knowles
• Abby Mcdonnell
• Abigail Spicer Knowles