Edward
Mcdannold
Coordinated Capital Securities, Inc
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About this Advisor
Edward Mcdannold is a financial advisor who works out of Cincinnati, Ohio with 4 years of relevant experience. Mcdannold currently works for Coordinated Capital Securities, Inc. Throughout their career, Mcdannold has worked at Pnc Bank, Morgan Stanley, Morgan Stanley Private Bank, N.A, Coordinated Capital Securities, Inc and Pnc Investments, LLC. Mcdannold has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Ohio. Coordinated Capital Securities, Inc is a financial advisory business operating out of Madison, WI. It has offices in 17 locations and a total of 53 employees. It oversees $213 million in assets between its 529 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 529 customer accounts, just 10% are associated with high-net-worth clients who have greater than $1 million in investable assets. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fee types billed by Coordinated Capital Securities, Inc most likely are comprised of any 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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Coordinated Capital Securities, Inc Brokerage Details
$213,362,572
53
529
$403,332
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
Edward Mcdannold Work History
Edward has been registered as a financial advisor for 4 years.*
Coordinated Capital Securities, Inc
Morgan Stanley
Morgan Stanley Private Bank, N.A
Pnc Investments, LLC
Pnc Bank
*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 Edward Mcdannold 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 Coordinated Capital Securities, Inc
Madison, WI
Cincinnati, OH
La Crosse, WI
Kenosha, WI
Kenosha, WI
Kenosha, WI
Laguna Niguel, CA
Brookfield, 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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