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Kristin Leigh McDonnell

MacQuarie Investment Management Business Trust

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About Kristin Leigh McDonnell

Kristin McDonnell is a registered investment advisor representative with Macquarie Investment Management Business Trust. Kristin is licensed to provide advisory services in 53 states and the District of Columbia. Kristin McDonnell has been in the securities industry for over 7 years. The firm, Macquarie Investment Management Business Trust, provides a range of investment services including portfolio management, investment company product/variable contract advice, and transition management. The firm has offices in Philadelphia and Warrington, PA.

Firm Information

Kristin McDonnell is currently registered with MacQuarie Investment Management Business Trust. Macquarie Investment Management Business Trust is a registered investment advisor based in Philadelphia, Pennsylvania. With over $190 billion in regulatory assets under management, the firm provides portfolio management services to a range of clients, including individuals, businesses, investment companies, and pooled investment vehicles. They also offer structured product/securitization advice, transition management, and selection of other advisors. The firm is a subsidiary of Macquarie Group Limited, a global financial services provider.
MacQuarie Investment Management Business Trust

610 MARKET STREET

PHILADELPHIA, PA 19106

$190.96B

Assets Under Management

21

Total Clients

56

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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structured product/securitization advice/transition management

Structured product/securitization advice/transition management

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kristin McDonnell’s Registration & Firm History

PA

04/20/2020 - Present

MacQuarie Investment Management Business Trust (PHILADELPHIA PA)

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Licenses & Designations

IA

Issued 04/18/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/23/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2018

Series 7 - General Securities Representative Examination

BC

Issued 03/28/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristin Leigh McDonnell.
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