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RIA / WealthAdvisorCertified Financial Planner17 years in industry

KATIE ANNE MACDONALD

Advisor at MACDONALD WEALTH MANAGEMENT, LLC

MANSFIELD, MA

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Search this name across graphsid dfx:ria:debc2636-6b5a-b78a-6be4-ba3de7d8c6ae

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 19, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MACDONALD WEALTH MANAGEMENT, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 10, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 4
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Oct 10, 2008
First registration: Dec 19, 2008
Dual registered: no
Other names: KATIE MCDONALD|KATIE ANNE MCDONALD
IAPD individual key: 4836269

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MACDONALD WEALTH MANAGEMENT, LLC	State registered	Jul 25, 2019	n/a	yes	MANSFIELD, MA	Current employment
BECK BODE LLC	Independent wealth	May 25, 2016	Aug 13, 2019	no	DEDHAM, MA	Previous registration
PRIVATE ADVISOR GROUP, LLC	Bd affiliated wealth	Aug 21, 2014	May 19, 2016	no	DEDHAM, MA\|MORRISTOWN, NJ	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 18, 2009	May 20, 2010	no	MARLBOROUGH, MA\|FORT MILL, SC	Previous registration
WINSLOW, EVANS & CROCKER, INC.	Former SEC adviser	Dec 19, 2008	Mar 27, 2009	no	BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BECK BODE LLC	MACDONALD WEALTH MANAGEMENT, LLC	Aug 13, 2019	Jul 25, 2019	-19	Firm change	RIA to state RIA
PRIVATE ADVISOR GROUP, LLC	BECK BODE LLC	May 19, 2016	May 25, 2016	6	Firm change	Other
LPL FINANCIAL LLC	PRIVATE ADVISOR GROUP, LLC	May 20, 2010	Aug 21, 2014	1,554	Firm change after gap	Other
WINSLOW, EVANS & CROCKER, INC.	LPL FINANCIAL LLC	Mar 27, 2009	Sep 18, 2009	175	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
155216:282611:NJ:2016-05-19	May 19, 2016	May 25, 2016	MORRISTOWN, NJ	Firm change

Relationships

Registered with (5)

→ MACDONALD WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jul 25, 2019 to presentfactForm ADV
→ BECK BODE LLCRegistered adviserregistration: previous registration
May 25, 2016 to Aug 13, 2019factForm ADV
→ PRIVATE ADVISOR GROUP, LLCRegistered adviserregistration: previous registration
Aug 21, 2014 to May 19, 2016factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 18, 2009 to May 20, 2010factForm ADV
→ WINSLOW, EVANS & CROCKER, INC.Registered adviserregistration: previous registration
Dec 19, 2008 to Mar 27, 2009factForm ADV

Dated events

No dated event names this entity yet.