Thomas
Mcdonnell
Socius Family Office, LLC
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About this Advisor
Thomas Mcdonnell is a financial advisor based in Fort Lauderdale, Florida, working with Socius Family Office, LLC. Thomas has previously held positions 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, Ohio State University Football, Corient, and Corient Services LLC. Thomas has passed the Series 65 regulatory exam and is registered to provide services in Florida, Massachusetts, Pennsylvania, and Texas. Currently, Thomas is part of Socius Family Office, LLC, which operates out of Fort Lauderdale, Florida. The firm has 1 office and 12 employees. The firm manages assets totaling $915.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Socius Family Office, LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Socius Family Office, LLC Brokerage Details
$914,985,196
12
611
$1,497,521
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Thomas Mcdonnell Work History
Corient
Corient Services LLC
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
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
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