Paul C. Macdonald

AE WEALTH MANAGEMENT

Charleston, SC 29414

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CRD#: 2567426

Professional summary

Paul Cameron Macdonald, ChFC®, CLU®, who also goes by Mac Macdonald, is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Charleston, South Carolina.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Paul has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mac Macdonald

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.PGI FINANCIAL SERVICES, INC, PRESIDENT, SINCE 07/2004, LIFE INSURANCE, SALES, FIXED INSURANCE SALES, NON INVESTMENT RELATED, 104 HOURS PER MONTH/96 HOURS PER MONTH DURING MARKET HOURS. 2.HUMAC INVESTMENTS LLC, MANAGING GENERAL PARTNER, REAL ESTATE SINCE 12/2008, 5 HOUR PER MONTH DURING MARKET HOURS/5 HOURS DURING MARKET HOURS 3.BOOK SALES; Non Investment related; Author; NATURE: Author of a book; NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/16/2025 ADDRESS: 2467 Savannah Hwy., Ste 520, CHARLESTON SC 29414, United States DESCRIPTION: Wrote the book

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Cameron Macdonald's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

April 10, 2023 - Present

AE WEALTH MANAGEMENT, LLC

Office #1: 2467 Savannah Hwy Ste 520, Charleston, SC 29414Office #2: 700 Nexton Square Dr. Suite 2, Summerville, SC 29486

RIA

CRD#: 282580

Charleston, SC

Past

January 5, 2015 - April 10, 2023

MONEY CONCEPTS CAPITAL CORP

RIA

CRD#: 12963

Charleston, SC

Past

January 2, 2015 - December 20, 2021

MONEY CONCEPTS CAPITAL CORP

CRD#: 12963

Charleston, SC

Past

June 2, 2011 - December 31, 2014

CAPITAL SYNERGY PARTNERS

RIA

CRD#: 148733

MT. PLEASANT, SC

Past

January 4, 2011 - December 31, 2014

CAPITAL SYNERGY PARTNERS

CRD#: 148733

MT. PLEASANT, SC

Past

January 10, 2006 - December 31, 2010

FINANCIAL WEST GROUP

RIA

CRD#: 16668

MT. PLEASANT, SC

Past

January 6, 2004 - December 31, 2010

FINANCIAL WEST GROUP

CRD#: 16668

MT. PLEASANT, SC

Past

July 31, 2002 - December 31, 2003

CAMBRIDGE INVESTMENT RESEARCH, INC.

RIA

CRD#: 39543

TUSTIN, CA

Past

July 31, 2002 - December 31, 2003

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

FAIRFIELD, IA

Past

March 1, 1996 - August 1, 2002

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

January 3, 1995 - March 1, 1996

G. R. PHELPS & CO., INC.

CRD#: 173

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AE WEALTH MANAGEMENT, LLC

CRD#: 282580 / SEC#: 801-107319

RIA

Registered Investment Advisory firm - (2/17/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

South Carolina
(4/10/2023)

IAR

Texas
(10/21/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/21/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/16/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/7/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/23/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

AE WEALTH MANAGEMENT, LLC

CRD#: 282580 / SEC#: 801-107319

RIA

Registered Investment Advisory firm - (2/17/2016 Approved)

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Contact information

Main Address

2950 Sw Mcclure Road Suite B, Topeka, KS 66614

Mailing Address

Phone number

(866) 363-9595

Established

Firm type

Fiscal year end

# of Employees

602

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A APPENDIX 1 (10/1/2025)

FORM ADV PART 2A (10/1/2025)

Regulatory assets under management

Total Number of Accounts	111,059
AUM (Assets Under Management)	$ 37,525,706,084

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Paul C. Macdonald

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Cameron Macdonald's CRS (Customer Relationship Summary).

Certified licenses

Experience

MONEY CONCEPTS CAPITAL CORP

MONEY CONCEPTS CAPITAL CORP

CAPITAL SYNERGY PARTNERS

CAPITAL SYNERGY PARTNERS

FINANCIAL WEST GROUP

FINANCIAL WEST GROUP

CAMBRIDGE INVESTMENT RESEARCH, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

MML INVESTORS SERVICES, LLC

G. R. PHELPS & CO., INC.

Primary Firm SEC Registration

AE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/21/1999

Series 63

Date: 12/16/1994

SIE

Date: 10/1/2018

Series 7

Date: 2/7/2007

Series 6

Date: 12/23/1994

Current Firm

AE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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