Marshall James Mcdonnell
Investment adviser representative at Equitable Advisors, LLC
11 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 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
11 years in the industry.
- Equitable Advisors, LLCJun 2023 to now
- State Farm - Pat Tumilty AgencyMay 2022 to Mar 2023
- University of St FrancisAug 2021 to May 2023
- AldiMar 2020 to May 2020
- Joliet Junior CollegeJul 2019 to Jul 2021
- T's Training AcademyJan 2019 to Jun 2023
- Labriola Bakery and CafeMay 2017 to Jan 2022
- Willowbrook High SchoolAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 7767512
- Firm CRD
- 6627