Andrew
Mcdonnell
Cetera Advisors LLC
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About this Advisor
Andrew Mcdonnell is a financial advisor who works out of Cleveland, Ohio with 4 years of relevant experience. Mcdonnell currently works for Cetera Advisors LLC. During their career, the advisor has held roles at New England Securities, American United Life, Cetera Advisors, Velocity Advisors, LLC and Oneamerica Securities. Mcdonnell holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Ohio. Cetera Advisors LLC is a registered investment business operating out of Englewood, CO. It has offices in 692 locations and a total of 1,047 people on staff. It manages $21 billion in total assets across its 90,646 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 294 charitable organizations. Of its 90,646 customer accounts, 26% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice typically depend on the type of services provided. However, fee types charged by Cetera Advisors LLC can include some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Advisors LLC Brokerage Details
$21,227,977,082
1,047
90,646
$234,185
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
- Educational seminars/workshops
Andrew Mcdonnell Work History
Andrew has been registered as a financial advisor for 4 years.*
Cetera Advisors
Velocity Advisors, LLC
American United Life
Oneamerica Securities
New England Securities
*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 Andrew 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 Cetera Advisors LLC
Saint Louis, MO
Belmar, NJ
Boca Raton, FL
Missoula, MT
San Diego, CA
Orlando, FL
Lake Oswego, OR
Franklin, WI
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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