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Sean Murray McDonald

Armadale Asset Management LLC

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About Sean Murray McDonald

Sean McDonald is an investment advisor representative at Armadale Asset Management LLC. Sean has a strong background in finance, having worked in the industry since 2009. Sean is a Chartered Financial Analyst and holds active Investment Advisor Representative registrations in California and New York. Sean specializes in portfolio management for individuals and has a strong track record of success. Armadale Asset Management LLC provides investment advisory services to individuals and corporations. The firm manages approximately $1,106,399 in assets for its clients.

Firm Information

Sean McDonald is currently registered with Armadale Asset Management LLC. Armadale Asset Management LLC is an investment advisor that manages assets for individuals and corporations. The firm has $1,106,399 in regulatory assets under management, with $578,529 for high-net-worth individuals and $527,870 for corporations or other businesses. Armadale Asset Management LLC provides portfolio management services for individuals.

$1.11M

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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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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percentage of assets

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

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Sean McDonald’s Registration & Firm History

NY

02/16/2024 - Present

Armadale Asset Management LLC (East Williston NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Murray McDonald.
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