Merrill
44yrs
Top advisor by experience in Santa Rosa
New
Mark McDonell is a financial advisor in Santa Rosa, California, registered since Jan 2026. Mark has been with McDonell, Mark Robert since 2026. McDonell, Mark Robert offers financial planning and is paid through hourly fees.
At a glance
ExperienceNew to the profession (since Jan 2026)
How that compares ?New to the profession
Office511 Humboldt Street, Santa Rosa, CA 95404
How the firm is paid ?Hourly
States licensed ?1 state
Services through McDonell, Mark Robert
Financial planning
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Jan 2026 – nowMcDonell, Mark RobertCurrent firm
Contact Mark
(707) 526-9621McDonell, Mark Robert main office 511 Humboldt StreetSanta Rosa, CA 95404Office · Get directions
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call McDonell, Mark Robert at (707) 526-9621 and ask for Mark McDonell. Mark works from the Santa Rosa, CA office.
How long has Mark been a financial advisor?
Mark is new to the profession, registered since Jan 2026, and holds 0 licenses.
What licenses does Mark hold?
No exams are listed on the official record.
Is Mark a fiduciary?
Mark is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Mark paid?
McDonell, Mark Robert reports being paid by hourly fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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