DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Michael Sean Macdonald
Certified Financial Planner
Feed of 09/15/2026
At current firm
0 y
since Aug 25, 2026
In the industry
33 y
since Mar 23, 1993 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Cresset Asset Management, LLC independent RIA currentsince Aug 25, 2026 · Chicago, Il
- UBS Financial Services Inc. wirehouseMay 4, 2015 to Sep 4, 2026 · Boca Raton, Fl
- Oppenheimer & Co. Inc. BD affiliatedMar 24, 2009 to May 4, 2015 · North Palm Beach, Fl
- Stanford Group Company unclassifiedNov 1, 2006 to Mar 17, 2009 · Boca Raton, Fl
- Stillpoint Wealth Management, LLC unclassifiedOct 29, 2004 to Nov 10, 2006 · Boca Raton, Fl
- Citigroup Global Markets Inc. BD affiliatedMar 23, 1993 to Apr 19, 2004 · Boca Raton, Fl
Moves
a registration end followed by a registration begin elsewhere
- UBS Financial Services Inc. to Cresset Asset Management, LLCleft Sep 4, 2026, registered Aug 25, 2026 (-10 days) · Wirehouse to independent RIA · moved with a team
- Oppenheimer & Co. Inc. to UBS Financial Services Inc.left May 4, 2015, registered May 4, 2015 (0 days) · Other · moved with a team
- Stanford Group Company to Oppenheimer & Co. Inc.left Mar 17, 2009, registered Mar 24, 2009 (7 days) · Other
- Stillpoint Wealth Management, LLC to Stanford Group Companyleft Nov 10, 2006, registered Nov 1, 2006 (-9 days) · Other
- Citigroup Global Markets Inc. to Stillpoint Wealth Management, LLCleft Apr 19, 2004, registered Oct 29, 2004 (193 days) · Other
Signals
- Michael Sean Macdonald left Ubs Financial Services Inc. for Cresset Asset Management, Llc (registered 2026-08-25)Sep 4, 2026 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address