Patrick Michael Mcdonald

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 12/2003 → 10/2017
  National Planning Corporation
  Smithtown, NY
• 10/2017 → Present
  Kestra Investment Services, Llc
  Port Jefferson Station, NY
• 10/2017 → Present
  Kestra Advisory Services, Llc
  Port Jefferson Station, NY

Previous Registrations

• 2013-12-06 → 2017-10-02
  National Planning Corporation
  Smithtown, NY
  Manorville, NY
  Smithtown, NY

Other Businesses

Business Name: Kestra Advisory Services LLC Investment Related: Yes Address: 5707 Southwest Parkway, Ste 400 Austin TX 78735 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Financial Advisor / IAR Start Date: 10/1/2017 Hours per month: 61% - 70% (97 - 112 hours) Hours per month during trading hours: 61% - 70% (85 - 98 hours) Duties: Meet with investment clients for retirement planning, college planning, other wealth management solutions.Business Name: ESM Community for the Arts Investment Related: No Address: 543 Moriches Middle Island Road Manorville NY 11949 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Officer Start Date: 7/1/2011 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Attend monthly meetingsBusiness Name: Patrick McDonald Investment Related: No Address: 18 Ryerson Ave Manorville NY 11949 Nature of Business: Insurance Position, Title or Relationship: Advisor Start Date: 9/1/2003 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: marketing and enrolling clients in various fixed insurance solutions.Business Name: Physcal Solutions Inc. Investment Related: No Address: 18 Ryerson Ave Manorville NY 11949 Nature of Business: Tax/Accounting/CPA Position, Title or Relationship: Owner Start Date: 9/1/2003 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: Provide Incoem Tax, Accounting and Estate Planning solutions.

Exams

• S66 Uniform Combined State Law Examination
  2000-01-22