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Andrew Joseph McDonald

State Street Global Markets, LLC

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About Andrew Joseph McDonald

Andrew Joseph McDonald is a financial professional with over 20 years of experience in the industry. Andrew is currently registered with State Street Global Markets, LLC, a firm based in Boston, MA. Prior to his current role, Andrew was registered with STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC also based in Boston. Andrew holds several licenses including Series 7, 24, 55, 57TO, and SIE, and is licensed to sell securities in all 50 states.

Firm Information

Andrew McDonald is currently registered with State Street Global Markets, LLC. State Street Global Markets, LLC is a Limited Liability Company formed in 2016 and approved in 53 states and the District of Columbia, including SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

88

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Andrew McDonald’s Registration & Firm History

MA

05/01/2017 - Present

State Street Global Markets, LLC (BOSTON MA)

MA

09/25/2001 - 05/01/2017

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 02/01/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/23/2023

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/2002

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 09/24/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq BX, Inc.

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Andrew Joseph McDonald.
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