Michael McDonald
Financial advisor at Strategic Advisers LLC · San Antonio, TX
Last updated 2026-10-10
Claim your profileMichael McDonald is a financial advisor at Strategic Advisers LLC in San Antonio, TX, CRD 7052817. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2025-06-02.
Registration
- CRD number
- 7052817
- Registration status
- Active
- IAPD registration
- 2025-06-02
- Industry Experience
- 1 year
- Work Experience
- 11 years
- States registered
- TX
Licenses and exams
- Series 63
- Series 66
Work history
- 2014-11 to 2018-12 · Jp Morgan Chase Bank NA · San Antonio, TX
- 2018-12 to 2019-05 · J.P. Morgan Securities LLC · San Antonio, TX
- 2019-05 to 2019-06 · Strategic Staffing Solutions · San Antonio, TX
- 2019-07 to 2022-01 · Victory Capital · San Antonio, TX
- 2022-02 to Present · Fidelity Investments · Westlake, TX
Current employment
- Strategic Advisers LLC · Boston, MA
Strategic Advisers LLC
- Regulatory AUM
- $1,370,125,325,211
- Registered advisors
- 17,023
- Offices
- 3,513
- Clients per advisor
- 141.1 (High)
- Average AUM per client
- $570.5K (Low)
- High-net-worth client ratio
- 30.7% (Moderate)
Strategic Advisers LLC: advisors, services and reported ETF investments
About
Michael McDonald is a financial advisor at Strategic Advisers LLC in San Antonio, TX. Reported securities licenses include Series 63 and Series 66. The latest record indicates 1 year of industry experience and 11 years of reported work history. Reported roles include Fidelity Investments, Victory Capital, Strategic Staffing Solutions, J.P. Morgan Securities LLC.
SEC disclosures list additional business and community activities: Oba-66423|orgnmn:dirty Boys Bbq|org Addr:san Antoni.
Strategic Advisers LLC's firm-level Form ADV reports 17,023 advisors across 3,513 offices; approximately 141.1 clients per advisor, average assets per client of $570,466, and regulatory AUM of $1.4T; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers.
What this firm offers
Filed by Strategic Advisers LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Businesses or Institutional Clients
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Commodity Pool Operator or Trading Advisor
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
Location
San Antonio, TX
56 advisors at this office.
Contact
The firm's filed contact details.
Official record
Are you Michael McDonald?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.