TrueAdvisor
TrueAdvisor
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Michelle Lynn Macdonald

Certuity, LLC
6 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingTax PlanningEstate PlanningHigh Net WorthBusiness Owners
Certuity, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
489 clients
Average Client Portfolio
$6.3M average
Assets Under Management
$3.1B

Fee Structure

Financial Planning:Investment management only

Location

820 Manhattan Ave, Suite 102, Manhattan Beach, CA, 90266

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Certuity, LLC
April 2020 - Present · 5 yrs 10 mos
Previous Registrations
UBS Financial Services INC.
July 2018 - May 2019 · 10 mos
UBS Financial Services INC.Broker
March 2018 - May 2019 · 1 yr 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.