Edward McDonough, financial advisor Orlando FL

Edward McDonough

CRD Number: 1701165
Current Firm: Mcdonough Capital Management, Inc.

Edward McDonough (CRD# 1701165) is an Investment Advisor Representative working at Mcdonough Capital Management, Inc. in Orlando, FL and has over 36 years of experience in the finance industry. Edward McDonough has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Altior Capital Management LP Windermere, FL Jul 2021 - Current 2
Mcdonough Wealth Management LLC Guaynabo, PR Dec 2019 - Current 4
Jackson Wealth Management, LLC Orlando, FL Apr 2016 - Current 7
Triad Advisors Inc. Orlando, FL Nov 2011 - Current 12
Real Estate Orlando, FL Sep 2005 - Current 18
Mcdonough Capital Management, Inc. Orlando, FL Apr 1999 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1987
S65 NASAA Investment Advisors Law Examination Dec 1998
Contact Info for Edward A. McDonough
By the Numbers
  • Total Assets Under Management
    135
    MILLIONS
  • Total Number of Accounts
    422
    ACCOUNTS
  • Average Account Value
    $321,061
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States

FL, NC, NE, OH, TX

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