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Michaela Mae Mcdonald

Citrin Cooperman Wealth Management, LLC

New York, NY

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Current Employers
Citrin Cooperman Wealth Management, Llc

50 Rockefeller Plaza, New York, NY 10020 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-12
NY RA APPROVED 2022-03-22
  • TX RA
    APPROVED
    Since 2026-03-12
  • NY RA
    APPROVED
    Since 2022-03-22

Branch Locations

50 Rockefeller Plaza, New York, NY 10020 • 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
Baird Milwaukee WI 08/2016 01/2020
Albert Investments, Llc Culver City CA 01/2020 12/2021
Albert Securities, Llc. Culver City CA 01/2021 12/2021
Albert Corporation Culver City CA 01/2020 12/2021
Citrin Cooperman Wealth Management, Llc New York NY 01/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-19
  • S66 Uniform Combined State Law Examination
    2016-12-19
Designations
Other Names
  • Michaela M Mcdonald

View on SEC IAPD

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P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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