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David Scott McDonald

Eagle Strategies LLC

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About David Scott McDonald

David McDonald is a financial advisor with Eagle Strategies LLC. David has been in the financial services industry since 2005 and has a Series 7, Series 66 and SIE license. David provides a wide range of financial advisory services including financial planning, portfolio management for individuals, and educational seminars. David is registered to provide advisory services in 17 states, including California, Texas and Florida. David is also an insurance broker, working with outside carriers for the purpose of brokering non-registered insurance products. David has previously worked at Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC.

Firm Information

David McDonald is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in NEW YORK, NY. They offer a range of services including financial planning, pension consulting, educational seminars, and publication of periodicals. The firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. They also participate in wrap fee programs.
Eagle Strategies LLC

51 MADISON AVENUE

NEW YORK, NY 10010

$20.36B

Assets Under Management

6,070

Total Clients

2,031

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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percentage of assets

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

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David McDonald’s Registration & Firm History

CA

04/03/2019 - Present

Eagle Strategies LLC (WILLOWS CA)

CA

01/03/2011 - 04/13/2016

WELLS FARGO ADVISORS, LLC (CHICO CA)

CA

08/18/2005 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (WOODLAND CA)

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Licenses & Designations

BOTH

Issued 09/01/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David Scott McDonald. Review regulatory record here.
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