Michael Macauley

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About Michael Macauley

Michael Macauley, MBA, CFA^®, CFP^® is a Financial Advisor with the Century City office of SEIA. His practice areas include wealth management, retirement and estate planning. He also has extensive experience with life insurance and long term care planning.

Michael has been in the investment management business since 2001, working with both institutional pension plan sponsors, family office investors and with individual clients and their families. Prior to SEIA, Michael worked with Wilshire Associates, a Santa Monica based investment consulting firm. He also worked with Julius Baer Investment Management, and with the Northwestern Mutual Life Insurance Company. He is a member in good standing of the CFA (Chartered Financial Analyst) Institute.

Michael is an active member of ProVisors, a Trusted Advisor organization, and Vistage International, a CEO and business leadership peer group. He is also a past member of Toastmasters International, a competitive public speaking organization. Michael was raised in Nigeria and in Czechoslovakia. Currently, he is a resident of El Segundo, California along with his wife and their two sons.

Michael received his MA in International Business from the University of Economics in Slovakia. He also received his MBA with an emphasis in Finance & Entrepreneurship from Loyola Marymount University, Los Angeles. He is a CERTIFIED FINANCIAL PLANNER^™ practitioner (CFP). Michael also received the Chartered Financial Analyst (CFA) Charter from the CFA institute in 2006. He is also a licensed insurance agent (CA Ins. License #0G73288).

See Disclosures

General Information

Firm Start Year

1995

No. of Employees

CRD#

5714328

Firm CRD#

108163

Insurance License#

CA 0G73288

Name of Custodial Firm

Charles Schwab, Fidelity Investments

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Signature Estate & Investment Advisors (SEIA) - 2015 to present - Financial Advisor

Northwestern Mutual - Los Angeles: 2009-2015 - Financial Advisor

Julius Baer Investment Management, Los Angeles/NY: 2006-2009 - Associate Vice President, Institutional Investments

Wilshire Associates, Santa Monica: 2001-2006 - Consulting Associate

Work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Foreign Languages Serviced

Spanish, German, Czech, Slovak

Advisory Services Provided

Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Estate Planning & Trusts

Compliance

Registered Investment Advisor

Registered Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CFA^®

Securities Licenses

Series 7, Series 63

Insurance and Annuity Licenses

Long Term Care, Variable Annuity, Life, Health, Annuity, Disability

Firm Information

Assets Managed by Firm

16 billion

Advisor's Number of Clients

Assets Managed by Advisor

$250,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets

Education

MBA - Finance & Entrepreneurship

Loyola Marymount University
2000 -2002

Disclosures

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Additional Detailed Disclosures
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Paladin Research Report For:

Signature Estate & Investment Advisors (SEIA)