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Matthew Douglas Macdonald

Beacon Pointe Advisors, LLC

Los Angeles, CA

Newport Beach, CA

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Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-01-03
  • CA RA
    APPROVED
    Since 2022-01-03

Branch Locations

11601 Wilshire Blvd. Suite 1950, Los Angeles, CA 90025 • United States

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Deutsche Bank Ag, Hong Kong (An Affiliate Of Dbsi) Hong Kong 07/2006 02/2017
Wells Fargo Clearing Services, Llc Beverly Hills CA 10/2018 12/2021
Wells Fargo Bank Beverly Hills CA 10/2018 12/2021
Self Employed Hong Kong 02/2017 10/2018
Beacon Pointe Advisors, Llc Newport Beach CA 12/2021 Present
  • 07/2006 → 02/2017
    Deutsche Bank Ag, Hong Kong (An Affiliate Of Dbsi)
    Hong Kong
  • 10/2018 → 12/2021
    Wells Fargo Clearing Services, Llc
    Beverly Hills, CA
  • 10/2018 → 12/2021
    Wells Fargo Bank
    Beverly Hills, CA
  • 02/2017 → 10/2018
    Self Employed
    Hong Kong
  • 12/2021 → Present
    Beacon Pointe Advisors, Llc
    Newport Beach, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-02
S63 Uniform Securities Agent State Law Examination 2001-10-12
  • S65 Uniform Investment Adviser Law Examination
    2018-12-02
  • S63 Uniform Securities Agent State Law Examination
    2001-10-12
Designations
Other Names
  • Matthew Douglas Macdonald
  • Matthew Macdonald

View on SEC IAPD

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