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Sean Patrick McDonald

Susquehanna Financial Group, Lllp

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About Sean Patrick McDonald

Sean Patrick McDonald is a financial advisor with over 30 years of experience in the industry. Sean is currently registered with Susquehanna Financial Group, Lllp. Sean has been a registered representative since April 2010. Sean previously worked for Sanford C. Bernstein & Co., LLC, HSBC Securities (USA) Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sean holds the following licenses: Series 4, Series 7, Series 24, Series 55, Series 57TO, and Series 63.

Firm Information

Sean McDonald is currently registered with Susquehanna Financial Group, Lllp. Susquehanna Financial Group, Lllp is a firm registered in all 50 states and the District of Columbia, as well as with the SEC. It was formed on July 25, 2002, and is classified as an "Other Types of Legal Formation".

Not reported

Assets Under Management

Not reported

Total Clients

128

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.

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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Sean McDonald’s Registration & Firm History

NY

04/07/2010 - Present

Susquehanna Financial Group, Lllp (NEW YORK NY)

NY

02/02/2007 - 04/05/2010

SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)

NY

04/18/2005 - 12/19/2006

HSBC SECURITIES (USA) INC. (NEW YORK NY)

NY

12/12/1994 - 04/18/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

CT

04/05/1993 - 01/15/1995

SOUNDVIEW FINANCIAL GROUP, INC. (OLD GREENWICH CT)

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Licenses & Designations

BC

Issued 07/01/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/02/2011

Series 4 - Registered Options Principal Examination

BC

Issued 08/01/2005

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 04/02/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Sean Patrick McDonald.
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