MM
MM

Michael Mcdonald

3 Years of Experience
Scottsdale, AZ
Sells Insurance

Michael Mcdonald is a registered investment advisor at Cetera Investment Advisers LLC, based in Scottsdale, AZ, with 3 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

8111 E Indian Bend Rd, Scottsdale, AZ, 85250

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Michael owns Prim Rentals LLC, a furniture and decor rental business, and manages its accounting, finance, and tax functions, dedicating a few hours per week. He also spends about 10% of his time on insurance sales.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2026 - Present · 3 mos
Oasis Advisors
June 2025 - Present · 11 mos
Previous Registrations
Terra Wealth
January 2023 - August 2025 · 2 yrs 7 mos
State Registrations2 states
AZCA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.