Thomas Mcdonnell
Investment adviser representative at Corient
10 yearsExperience
2 statesRegistered in
$165.3BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
10 years in the industry.
- CorientJun 2024 to now
- Corient Services LLCJun 2024 to now
- Socius Family Office, LLCOct 2021 to Aug 2024
- Ohio State University FootballJan 2020 to Sep 2021
- Cornell University FootballMay 2019 to Jan 2020
- Socius Family Office, LLCJun 2018 to Mar 2019
- Morgan StanleyNov 2017 to Jun 2018
- The Sports Family, LLCApr 2017 to Oct 2017
- Coleman Research GroupNov 2016 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6902921
- Firm CRD
- 319448