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Abigail Spicer Mcdonnell

Ae Wealth Management, LLC

Warwick, RI

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Current Employers
Ae Wealth Management, Llc

2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-02-17
RI RA APPROVED 2018-03-07
  • TX RA
    APPROVED_RES
    Since 2026-02-17
  • RI RA
    APPROVED
    Since 2018-03-07

Branch Locations

250F Centerville Rd, Warwick, RI 02886 • 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
OrganizationCityStateFromTo
Global Financial Private Capital, Llc Sarasota FL 01/2016 03/2018
Massey And Associates, Inc. Lincoln RI 06/2015 Present
Ae Wealth Management, Llc Topeka KS 03/2018 Present
  • 01/2016 → 03/2018
    Global Financial Private Capital, Llc
    Sarasota, FL
  • 06/2015 → Present
    Massey And Associates, Inc.
    Lincoln, RI
  • 03/2018 → Present
    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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-11-23
S63 Uniform Securities Agent State Law Examination 2014-04-30
  • 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

View on SEC IAPD

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