William Malcolm Macdonald
Investment adviser representative at Cetera Investment Advisers LLC
41 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$256.8BFirm assets
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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
41 years in the industry.
- Cetera Wealth Services, LLCSep 2025 to now
- Cetera Investment Advisers LLCAug 2025 to now
- Tswm Advisory GroupJun 2025 to now
- Tsswmm Financial GroupJan 2024 to now
- William Macdonald CpaOct 1985 to now
- Fiduciary AppointmentMar 2020 to May 2022
- Mildred Tesar Trust Fbo Susan TesarMay 2011 to Dec 2021
- Avantax Advisory ServicesAug 2002 to Sep 2025
- Avantax Investment Services, Inc.Apr 2002 to Sep 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (FL, NH).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 2252594
- Firm CRD
- 105644