Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Maurer Dowd is a Registered Investment Advisor with Pinnacle Associates, Ltd. and has been in the industry since 1988. Donald has a Series 7, Series 55, Series 63 and Series 65. Donald specializes in providing investment advice for individuals, businesses and pooled investment vehicles. Donald has experience with other investment advisers, insurance companies, investment companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
09/14/2021 - Present
Pinnacle Associates, Ltd. (NEW YORK NY)
NY
04/03/2006 - 07/14/2009
MATRIX CAPITAL GROUP, INC. (NEW YORK NY)
NY
05/02/2003 - 04/06/2006
AXA ADVISORS, LLC (NEW YORK NY)
IL
03/03/2003 - 05/05/2003
ANDOVER CAPITAL PARTNERS LLC (BOLINGBROOK IL)
NY
02/20/2003 - 03/03/2003
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
NY
12/03/1990 - 05/03/2001
OSCAR GRUSS & SON, INCORPORATED (NEW YORK NY)
NY
12/20/1988 - 12/14/1990
ROBB PECK MCCOOEY CLEARING CORPORATION (NEW YORK NY)
IA
Issued 05/07/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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