Seamus
Mcdonough
Ci Private Wealth
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About this Advisor
Seamus Mcdonough is a financial advisor who works out of Menlo Park, California. Mcdonough is on the advisory team at Ci Private Wealth. Over the course of their career, Mcdonough has held roles at Barclays Capital, Business Today, Hobbs Harborside, Old Marsh Cc, Princeton University, Wells High School, Portola Partners LLC and Ci Portola Private Wealth. Mcdonough has a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in California. Ci Private Wealth is a registered investment company operating out of Miami, FL. The investment advisory business has offices in 28 locations and a total of 825 financial advisors. It has $95 billion in total assets between its 79,738 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 504 charitable organizations. Of its 79,738 customer accounts, 51% are held by high-net-worth clients who have more than $1 million in investable assets. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees depend on which services the firm provides the client. Fee types charged by Ci Private Wealth can include some combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ci Private Wealth Brokerage Details
$94,617,046,882
825
79,738
$1,186,599
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Seamus Mcdonough Work History
Seamus has been registered as a financial advisor for 0 years.*
Ci Portola Private Wealth
Portola Partners LLC
Barclays Capital
Business Today
Hobbs Harborside
Princeton University
Old Marsh Cc
Wells High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Seamus Mcdonough to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ci Private Wealth
Itasca, IL
Menlo Park, CA
San Diego, CA
Itasca, IL
Itasca, IL
San Diego, CA
Dallas, TX
Morristown, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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