Matthew Douglas Macdonald
Investment adviser representative at Beacon Pointe Advisors, LLC
20 yearsExperience
1 stateRegistered in
CFADesignation
$54.9BFirm 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 feePerformance-based
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
20 years in the industry.
- Beacon Pointe Advisors, LLCDec 2021 to now
- Wells Fargo BankOct 2018 to Dec 2021
- Wells Fargo Clearing Services, LLCOct 2018 to Dec 2021
- Self EmployedFeb 2017 to Oct 2018
- Deutsche Bank Ag, Hong Kong (an Affiliate of Dbsi)Jul 2006 to Feb 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
Beacon Pointe Advisors, LLC
$54.9BAssets managed
29,929Clients
470Advisers
24 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
- 4437142
- Firm CRD
- 119290