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Christopher Lynch McDonald

US Advisory Group

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About Christopher Lynch McDonald

Christopher Lynch McDonald is an investment advisor representative with US Advisory Group. Christopher has been in the industry since 2018 and holds the Series 6, 7TO, 63, 65 and SIE licenses. Christopher has experience providing investment advisory services through US Advisory Group, an independent investment advisor firm. Christopher works with individuals and high-net-worth individuals. Christopher also specializes in financial planning, consulting and the selection of other advisors.

Firm Information

Christopher McDonald is currently registered with US Advisory Group. US Advisory Group is an investment advisor registered with the SEC. The firm, based in , has 191 clients and approximately $61,149,812 in assets under management. The firm provides portfolio management for individuals and businesses, as well as financial planning and selection of other advisors. The firm's services are offered to high-net-worth individuals and individuals other than high-net-worth. The firm does not participate in any wrap fee programs.

$61.15M

Assets Under Management

Not reported

Total Clients

2

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher McDonald’s Registration & Firm History

MA

02/24/2021 - Present

US Advisory Group (BEVERLY MA)

MA

04/10/2018 - 05/02/2022

PRIVATE CLIENT SERVICES, LLC (Beverly MA)

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Licenses & Designations

BC

Issued 02/08/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/04/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/06/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/10/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Lynch McDonald.
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