Financial advisor
Michael MacDonald
Now at Cresset · Boca Raton, FL
Registered as MICHAEL SEAN MACDONALD
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Michael A. Bober, Ettore D. Ventrice, Michael MacDonald, William Marino, Sarah Ponczek, Alex Santos | UBS | Cresset | Breakaway | August 25, 2026 | $4.0B |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| CRESSET ASSET MANAGEMENT, LLC | Investment adviser | August 25, 2026 | Current |
| UBS FINANCIAL SERVICES INC. | Investment adviser | May 4, 2015 | September 4, 2026 |
| UBS FINANCIAL SERVICES INC. | Broker-dealer | April 30, 2015 | September 4, 2026 |
| OPPENHEIMER & CO. INC. | Investment adviser | March 24, 2009 | May 4, 2015 |
| OPPENHEIMER & CO. INC. | Broker-dealer | March 18, 2009 | May 4, 2015 |
| STANFORD GROUP COMPANY | Investment adviser | November 1, 2006 | March 17, 2009 |
| STANFORD GROUP COMPANY | Broker-dealer | November 1, 2006 | March 17, 2009 |
| STILLPOINT WEALTH MANAGEMENT, LLC | Investment adviser | October 29, 2004 | November 10, 2006 |
| STILLPOINT WEALTH MANAGEMENT, LLC | Broker-dealer | April 2, 2004 | November 10, 2006 |
| CITIGROUP GLOBAL MARKETS INC. | Investment adviser | March 23, 1993 | April 19, 2004 |
| CITIGROUP GLOBAL MARKETS INC. | Broker-dealer | March 18, 1993 | April 19, 2004 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.