Patrick
Mcdonald
Kestra Advisory Services, LLC
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About this Advisor
Patrick Mcdonald is a financial advisor who works in Port Jefferson Station, New York with a total of 2 years of relevant experience. Mcdonald currently works for Kestra Advisory Services, LLC. Their career trajectory has included roles at National Planning Corporation, Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Mcdonald has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in New York. Kestra Advisory Services, LLC is a financial advisory company headquartered in Austin, TX. The investment advisory business has offices in 544 locations and a total of 1,311 advisors. It manages $42 billion in assets between its 140,407 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to 132 charitable organizations. Of its 140,407 accounts, 17% are associated with high-net-worth clients who have greater than $1 million in assets. Kestra Advisory Services, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management largely depend on which service is provided. However, fees charged by Kestra Advisory Services, LLC likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$41,795,124,579
1,311
140,407
$297,671
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Patrick Mcdonald Work History
Patrick has been registered as a financial advisor for 2 years.*
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
National Planning Corporation
*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 Patrick Mcdonald 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 Kestra Advisory Services, LLC
Saint Paul, MN
Canton, OH
Saint Augustine, FL
Pittsburgh, PA
Charlotte, NC
Lutherville Timonium, MD
Cushing, TX
Austin, TX
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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