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William Clayton McDonald

Newedge Advisors

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About William Clayton McDonald

William Clayton McDonald is an Investment Advisor Representative with Newedge Advisors. William has been in the securities industry since 2011. William holds Series 7, Series 66 and SIE licenses and has experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and MetLife Securities Inc. William is registered to provide investment advice in California and Connecticut.

Firm Information

William McDonald is currently registered with Newedge Advisors. Newedge Advisors is an investment advisor with over $10 billion in assets under management. They provide a wide range of financial planning and advisory services to individuals, businesses, charitable organizations, pension plans, and high-net-worth individuals. The firm has over 396 investment advisor representatives and 194 registered representatives located throughout the United States. Newedge Advisors also offers wrap fee programs.
Newedge Advisors

858 CAMP STREET

NEW ORLEANS, LA 70130

$18.43B

Assets Under Management

141

Total Clients

420

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 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.

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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William McDonald’s Registration & Firm History

CT

10/04/2021 - Present

Newedge Advisors (West Hartford CT)

CT

10/23/2015 - 09/08/2021

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (HARTFORD CT)

CT

05/18/2012 - 09/16/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GLASTONBURY CT)

CT

08/03/2011 - 06/01/2012

METLIFE SECURITIES INC. (GLASTONBURY CT)

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Licenses & Designations

BOTH

Issued 09/21/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Clayton McDonald.
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