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Robert J McDonald

Fairway Capital Advisors

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About Robert J McDonald

Robert J McDonald is an Investment Advisor Representative with Fairway Capital Advisors in Newport Beach, California. Robert has been in the securities industry for over 15 years, previously working at UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Purshe Kaplan Sterling Investments. Robert is registered with the Securities and Exchange Commission (SEC) and holds the Series 66, Series 7, and SIE exams. Robert specializes in providing financial planning, pension consulting, and portfolio management services for individuals.

Firm Information

Robert McDonald is currently registered with Fairway Capital Advisors. Fairway Capital Advisors is an investment advisor with offices in New York. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. They manage approximately $64.8 million in assets for 42 clients. The firm serves high-net-worth individuals, pension and profit-sharing plans, and other individuals. Fairway Capital Advisors participates in wrap fee programs.

$64.77M

Assets Under Management

Not reported

Total Clients

1

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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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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Robert McDonald’s Registration & Firm History

CA

04/02/2024 - Present

Fairway Capital Advisors (Newport Beach CA)

CA

08/05/2021 - 04/05/2022

PURSHE KAPLAN STERLING INVESTMENTS (Newport Beach CA)

CA

06/01/2016 - 08/10/2021

UBS FINANCIAL SERVICES INC. (NEWPORT BEACH CA)

FL

11/13/2013 - 09/08/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DELRAY BEACH FL)

IL

12/23/2008 - 09/30/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 12/21/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert J McDonald.
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