Mark David Donaldson
Investment adviser representative at Ae Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$49.8BFirm assets
10 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Wadsworth Wealth AdvisorAug 2026 to now
- Ae Wealth Management, LLCMar 2022 to now
- Madison Avenue SecuritiesOct 2020 to now
- Wadsworth Financial Consulting, LLCMar 2022 to Aug 2026
- Wadsworth Financial Consulting, LLCOct 2020 to Feb 2022
- Assured FuturesMar 2018 to Sep 2020
- Johnson FlemingMay 2014 to Feb 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MD).
Ae Wealth Management, LLC
$49.8BAssets managed
128,073Clients
464Advisers
10 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
- 7308757
- Firm CRD
- 282580