MichaelMacauley- Financial Advisor Los Angeles, CA

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About Michael Macauley

Our firm is a Registered Investment Advisor, established 1995. SEIA - Signature Estate & Investment Advisors: we are an independent firm based in Los Angeles, with about 175 people. We work as Fiduciaries and manage approximately $16 billion in client assets. We have offices in Century City, Pasadena, Redondo Beach, Newport Beach, Houston and in Virginia.

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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

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891072/paladinregistry-Signature-Estate-&-Investment-Advisors-(SEIA)-detailed-disclosure.html

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Paladin Research Report For:

Michael Macauley

Signature Estate & Investment Advisors (SEIA)