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David Alexander MacDonald

B. Riley Wealth Management

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About David Alexander MacDonald

David MacDonald is an experienced financial professional who has been in the industry since 1994. David is a Series 7, 63, 9, 10, 52, 53, and 72 licensed professional and currently works as a financial advisor for B. Riley Wealth Management. David has held past positions at National Securities Corporation, Moors & Cabot, Inc., Fidelity Brokerage Services LLC and National Financial Services LLC.

Firm Information

David MacDonald is currently registered with B. Riley Wealth Management. B. Riley Wealth Management is a Corporation formed on January 10, 1992. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

130

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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David MacDonald’s Registration & Firm History

MA

07/22/2022 - Present

B. Riley Wealth Management (Boston MA)

MA

06/18/2020 - 07/22/2022

NATIONAL SECURITIES CORPORATION (BOSTON MA)

MA

02/14/2018 - 06/22/2020

MOORS & CABOT, INC. (BOSTON MA)

MA

12/10/2012 - 10/19/2016

FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)

MA

11/23/1992 - 10/17/2016

NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)

MA

11/24/2006 - 10/23/2007

FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)

PA

04/19/2005 - 03/02/2006

NF CLEARING, INC. (PHILADELPHIA PA)

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Licenses & Designations

BC

Issued 01/12/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/11/2006

Series 53 - Municipal Securities Principal Examination

BC

Issued 11/27/2002

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/15/2002

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 72 - Government Securities Representative Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Alexander MacDonald.
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