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FREDERICK V MCDONALD III
FREDERICK VINCENT MCDONALD III, FREDERICK MCDONALD, TUCKER MCDONALD
CRD#: 5135064
IA
Investment Adviser
B
Broker
US ADVISORY GROUPCRD#: 109291 152 CONANT ST.
SUITE 201
BEVERLY, MA 01915
LPL FINANCIAL LLCCRD#: 6413 152 CONANT ST
BEVERLY, MA 01915
Registration History
201020122014201620182020202220242026IAUS ADVISORY GROUP (CRD# 109291)2013 - Present (11 years)BLPL FINANCIAL LLC (CRD# 6413)2022 - Present (2 years)BPRIVATE CLIENT SERVICES, LLC (CRD# 120222)2016 - 2022 (6 years)BTRANSAMERICA FINANCIAL ADVISOR... (CRD# 16164)2016 - 2016 (<1 year)BTRANSAMERICA FINANCIAL ADVISOR... (CRD# 16164)2013 - 2015 (2 years)BJOHN HANCOCK DISTRIBUTORS LLC (CRD# 5249)2010 - 2013 (3 years)IATRANSAMERICA FINANCIAL ADVISOR... (CRD# 16164)2013 - 2013 (<1 year)
License(s)

State Registrations

B
California 6/1/2022

B
Massachusetts 6/1/2022

B
Colorado 6/1/2022

B
New Hampshire 6/1/2022

B
Florida 6/1/2022

B
New York 2/22/2023

B
Georgia 6/1/2022

B
North Carolina 11/4/2024

B
Illinois 7/6/2022

B
Oregon 6/1/2022

B
Maine 6/1/2022

B
Rhode Island 6/1/2022

IA
Massachusetts 5/20/2013

B
Virgin Islands 9/29/2022

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
US ADVISORY GROUP (CRD#:109291)
152 CONANT ST. SUITE 201, BEVERLY, MA 01915
Registered with this firm since 5/20/2013

B
LPL FINANCIAL LLC (CRD#:6413)
152 CONANT ST, BEVERLY, MA 01915
Registered with this firm since 6/1/2022

Previous Registration(s)
th hidden textth hidden textNameLocation
B
02/29/2016 - 05/02/2022 PRIVATE CLIENT SERVICES, LLC (CRD#:120222) Beverly, MA
B
01/06/2016 - 03/05/2016 TRANSAMERICA FINANCIAL ADVISORS, INC (CRD#:16164) WAKEFIELD, MA
B
03/20/2013 - 12/31/2015 TRANSAMERICA FINANCIAL ADVISORS, INC (CRD#:16164) WAKEFIELD, MA
IA
07/10/2013 - 08/23/2013 TRANSAMERICA FINANCIAL ADVISORS, INC. (CRD#:16164) WAKEFIELD, MA
B
03/09/2010 - 03/18/2013 JOHN HANCOCK DISTRIBUTORS LLC (CRD#:5249) BOSTON, MA
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.