US Advisory Group

Christopher Mcdonald is a financial advisor with US Advisory Group in Beverly, MA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at LPL Financial, Private Client Services LLC, and Transamerica Financial Advisors. Mcdonald provides investment advisory services through US Advisory Group, an independent firm. US Advisory Group serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and family office services. The firm manages approximately $61 million across 100 client accounts, employing a mix of fundamental, technical, and cyclical analysis alongside modern portfolio theory in its investment approach.

Frederick Mcdonald is a financial advisor with US Advisory Group, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at LPL Financial, LLC since 2022 and previously spent six years with Private Client Services. Mcdonald is president of US Advisory Group, an independent registered investment advisor he has been involved with since 2013. US Advisory Group serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, consulting, and family office services. The firm manages approximately $61 million across about 100 client accounts and uses a combination of mutual funds, ETFs, model portfolios, and third-party sub-advisers within a framework that incorporates fundamental, technical, and cyclical analysis along with modern portfolio theory.