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Scott Michael Macdonald

Lmcg Investments, LLC

Boston, MA

CRD 5735426

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Employer firm

Lmcg Investments, LLC CRD 149936

$6.83B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Lmcg Investments, Llc

One Boston Place 201 Washington Street, 29Th Floor, Boston, MA 02108 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2013-12-16
  • MA RA
    APPROVED
    Since 2013-12-16

Branch Locations

One Boston Place 201 Washington Street, 29Th Floor, Boston, MA 02108 • 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
Lmcg Investments, Llc Boston MA 08/2010 Present
Foreside Fund Services, Llc Boston MA 05/2013 Present
  • 08/2010 → Present
    Boston, MA
  • 05/2013 → Present
    Foreside Fund Services, Llc
    Boston, MA
Other Businesses

1) LMCG INVESTMENTS, LLC, BOSTON, MA, INVESTMENT RELATED, START DATE 08/2010, WHOLESALER/SALES, EDUCATE, TRAIN & PROMOTE OUR FIRM OFFERINGS ACROSS USA TO FINANCIAL ADVISORS, 60 HRS/WEEK WITH 40 HRS DURING TRADING. 2) EASTERN ASSOCIATION OF FOOTBALL OFFICIALS, BOSTON, MA, NON-INVESTMENT RELATED, START DATE 03/2008, COLLEGE FOOTBALL OFFICIAL, OFFICIATE FOOTBALL, 20-40 HRS/MTH WITH 0 HOURS DURING TRADING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-11-27
S63 Uniform Securities Agent State Law Examination 2013-06-19
  • S65 Uniform Investment Adviser Law Examination
    2013-11-27
  • S63 Uniform Securities Agent State Law Examination
    2013-06-19

View on SEC IAPD

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