Michael Mcdonald

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → 12/2018
  Jp Morgan Chase Bank Na
  San Antonio, TX
• 12/2018 → 05/2019
  J.P. Morgan Securities Llc
  San Antonio, TX
• 05/2019 → 06/2019
  Strategic Staffing Solutions
  San Antonio, TX
• 07/2019 → 01/2022
  Victory Capital
  San Antonio, TX
• 02/2022 → Present
  Fidelity Investments
  Westlake, TX

Other Businesses

OBA-66423|OrgNmn:Dirty Boys BBQ|Org Addr:san antoni,Texas,US|OBA Nature:food catering|Invst Rel:N|Title:owner|Duties:bbq food to cater for a party or wedding maybe once a quarter|StrtDt:02-10-22|TotHrs/mon:4|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2025-04-28
• S63 Uniform Securities Agent State Law Examination
  2019-03-08

Other Names

• Michael Mcdonald
• Michael Wayne Mcdonald
• Michael Michael