Scott M. Macdonald

LMCG INVESTMENTS

Boston, MA 02108

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CRD#: 5735426

Professional summary

Scott Michael Macdonald is a registered financial advisor currently at LMCG INVESTMENTS, LLC located in Boston, Massachusetts.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Scott has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) LMCG INVESTMENTS, LLC, BOSTON, MA, INVESTMENT RELATED, START DATE 08/2010, WHOLESALER/SALES, EDUCATE, TRAIN & PROMOTE OUR FIRM OFFERINGS ACROSS USA TO FINANCIAL ADVISORS, 60 HRS/WEEK WITH 40 HRS DURING TRADING. 2) EASTERN ASSOCIATION OF FOOTBALL OFFICIALS, BOSTON, MA, NON-INVESTMENT RELATED, START DATE 03/2008, COLLEGE FOOTBALL OFFICIAL, OFFICIATE FOOTBALL, 20-40 HRS/MTH WITH 0 HOURS DURING TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Michael 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®

None

Experience

Current

December 16, 2013 - Present

LMCG INVESTMENTS, LLC

Office #1: One Boston Place 201 Washington Street 29th Floor, Boston, MA, 02108

RIA

CRD#: 149936

Boston, MA

Past

May 31, 2013 - October 18, 2024

FORESIDE FUND SERVICES, LLC

CRD#: 46106

BOSTON, MA

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".

LMCG INVESTMENTS, LLC

LEE MUNDER CAPITAL GROUP, LLC | LMCG INVESTMENTS, LLC | LMCG

CRD#: 149936 / SEC#: 801-70357

RIA

Registered Investment Advisory firm - (7/6/2009 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

Massachusetts
(12/16/2013)

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: 11/27/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/19/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 5/30/2013

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LMCG INVESTMENTS, LLC

LEE MUNDER CAPITAL GROUP, LLC | LMCG INVESTMENTS, LLC | LMCG

CRD#: 149936 / SEC#: 801-70357

RIA

Registered Investment Advisory firm - (7/6/2009 Approved)

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Contact information

Main Address

One Boston Place 201 Washington Street 29th Floor, Boston, MA, 02108

Mailing Address

Phone number

(617) 380-5600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LMCG INVESTMENTS, LLC FORM ADV PART 2A BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	2,160
AUM (Assets Under Management)	$ 6,545,996,799

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/10/2025	Cover Page	Report
12/11/2024	Cover Page	Report
01/24/2024	Cover Page	Report
12/28/2022	Cover Page	Report

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.

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Scott M. Macdonald

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Michael Macdonald's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORESIDE FUND SERVICES, LLC

Primary Firm SEC Registration

LMCG INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/27/2013

Series 63

Date: 6/19/2013

SIE

Date: 10/1/2018

Series 6

Date: 5/30/2013

Current Firm

LMCG INVESTMENTS, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LMCG INVESTMENTS, LLC

TRUST BUT VERIFY

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