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
Glen D Macdonald
Feed of 09/15/2026
Also filed as Glen David Macdonald
At current firm
5 y
since Mar 8, 2021
In the industry
19 y
since May 11, 2007 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Morgan Stanley wirehouse currentsince Mar 8, 2021 · New York, Ny
- Wealthspire Advisors formerSep 19, 2018 to Mar 17, 2020 · New York, Ny
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNov 20, 2014 to Sep 18, 2018 · Florham Park, Nj
- Hillview Capital Advisors, LLC formerJul 2, 2013 to Oct 27, 2014 · New York, Ny
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSep 13, 2011 to Apr 16, 2013 · New York, Ny
- Northwestern Mutual Investment Services,LLC no RAUMNov 23, 2010 to Jun 15, 2011 · Mountainside, Nj
Moves
a registration end followed by a registration begin elsewhere
- Wealthspire Advisors to Morgan Stanleyleft Mar 17, 2020, registered Mar 8, 2021 (356 days) · RIA to wirehouse
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Wealthspire Advisorsleft Sep 18, 2018, registered Sep 19, 2018 (1 days) · Wirehouse to independent RIA
- Hillview Capital Advisors, LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Oct 27, 2014, registered Nov 20, 2014 (24 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Hillview Capital Advisors, LLCleft Apr 16, 2013, registered Jul 2, 2013 (77 days) · Other
- Northwestern Mutual Investment Services,LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Jun 15, 2011, registered Sep 13, 2011 (90 days) · Other
Signals
No dated event on this person.
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
- Wirehousederived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address