Thomas
Mcdonnell
Socius Family Office, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Thomas Mcdonnell is a financial advisor who works out of Fort Lauderdale, Florida. Mcdonnell is an employee of Socius Family Office, LLC. Throughout their career, they have worked at Morgan Stanley, The Sports Family, LLC, Coleman Research Group, Jobspring Partners, Myludus LLC, Enrolled University Of New Hampshire, Socius Family Office, LLC, Cornell University Football and Ohio State University Football. Mcdonnell has a Series 65 license, which qualifies them as an investment advisor representative, and can work in Florida, Massachusetts and Pennsylvania. Socius Family Office, LLC is a registered investment business that has its headquarters in Fort Lauderdale, FL. The firm has offices in two locations and a total of 14 people on staff. It manages $728 million in assets among its 534 client accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 534 accounts, 56% belong to high-net-worth individuals who have more than $1 million in investable assets. Socius Family Office, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial advisory fees vary depending on which services the firm provides the client. However, fee types billed by Socius Family Office, LLC most likely include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Socius Family Office, LLC Brokerage Details
$728,191,303
14
534
$1,363,654
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Thomas Mcdonnell Work History
Thomas has been registered as a financial advisor for 0 years.*
Socius Family Office, LLC
Socius Family Office, LLC
Ohio State University Football
Cornell University Football
Socius Family Office, LLC
Morgan Stanley
The Sports Family, LLC
Coleman Research Group
Jobspring Partners
Myludus LLC
Enrolled University Of New Hampshire
*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 Thomas Mcdonnell 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 Socius Family Office, LLC
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
