Michaela M. Mcdonald

CITRIN COOPERMAN WEALTH MANAGEMENT

NEW YORK, NY 10020

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CRD#: 6363321

Professional summary

Michaela Mae Mcdonald, CFP®, who also goes by Michaela M Mcdonald, is a registered financial advisor currently at CITRIN COOPERMAN WEALTH MANAGEMENT, LLC located in New York, New York.

Michaela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Michaela has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michaela M Mcdonald

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michaela Mae Mcdonald'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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

March 22, 2022 - Present

CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

Office #1: 50 Rockefeller Plaza, New York, NY 10020

RIA

CRD#: 317528

NEW YORK, NY

Past

February 1, 2021 - December 14, 2021

ALBERT SECURITIES, LLC

CRD#: 305928

SANTA BARBARA, CA

Past

January 10, 2020 - December 14, 2021

ALBERT INVESTMENTS, LLC

RIA

CRD#: 298006

CULVER CITY, CA

Past

December 20, 2016 - January 28, 2020

ROBERT W. BAIRD & CO. INCORPORATED

RIA

CRD#: 8158

Milwaukee, WI

Past

October 11, 2016 - January 28, 2020

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

Milwaukee, WI

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".

CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

CRD#: 317528 / SEC#: 801-122783

RIA

Registered Investment Advisory firm - (11/30/2021 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

New York
(3/22/2022)

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 66

Date: 12/19/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/11/2016

General Securities Representative Examination

Current Firm

CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

CRD#: 317528 / SEC#: 801-122783

RIA

Registered Investment Advisory firm - (11/30/2021 Approved)

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Contact information

Main Address

50 Rockefeller Plaza, New York, NY 10020

Mailing Address

Phone number

(212) 697-1000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CITRIN COOPERMAN WEALTH MANAGEMENT, LLC ADV PART 2A BROCHURE (5/14/2025)

Regulatory assets under management

Total Number of Accounts	762
AUM (Assets Under Management)	$ 1,626,110,870

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/27/2025	Cover Page	Report
09/25/2024	Cover Page	Report
07/28/2023	Cover Page	Report
01/18/2023	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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Firm Stability Insights

Michaela M. Mcdonald

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michaela Mae Mcdonald's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALBERT SECURITIES, LLC

ALBERT INVESTMENTS, LLC

ROBERT W. BAIRD & CO. INCORPORATED

ROBERT W. BAIRD & CO. INCORPORATED

Primary Firm SEC Registration

CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/19/2016

SIE

Date: 10/1/2018

Series 7

Date: 10/11/2016

Current Firm

CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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