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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
K•••• A••• M••••••••
- Professional profile
- linkedin.com/in/katie-macdonald-cfp%C2%AE-crpc%C2%AE-cdfa%C2%AE-307934reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- M•••••••• W••••• M••••••••• L•• state registered currentsince Jul 25, 2019 · Mansfield, Ma
- B••• B••• L•• independent RIAMay 25, 2016 to Aug 13, 2019 · Dedham, Ma
- P•••••• A•••••• G••••• L•• BD affiliatedAug 21, 2014 to May 19, 2016 · Dedham, Ma
- L•• F•••••••• L•• BD affiliatedSep 18, 2009 to May 20, 2010 · Marlborough, Ma
- W••••••• E•••• • C••••••• I••• formerDec 19, 2008 to Mar 27, 2009 · Boston, Ma
- B••• B••• L•• to M•••••••• W••••• M••••••••• L••left Aug 13, 2019, registered Jul 25, 2019 (-19 days) · RIA to a state-registered adviser
- P•••••• A•••••• G••••• L•• to B••• B••• L••left May 19, 2016, registered May 25, 2016 (6 days) · Other · moved with a team
- L•• F•••••••• L•• to P•••••• A•••••• G••••• L••left May 20, 2010, registered Aug 21, 2014 (1554 days) · Other
- W••••••• E•••• • C••••••• I••• to L•• F•••••••• L••left Mar 27, 2009, registered Sep 18, 2009 (175 days) · Other
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address