Macaulay & Associates, LLC

Macaulay & Associates, LLC (CRD# 144717) is a financial advisory firm headquartered in Fort Mill, SC. They manage $31,835,000 in 227 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    227
    ACCOUNTS
  • Average Account Value
    $140,242
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at Macaulay & Associates, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David J. Macaulay
CRD#: 3180789
111 Clebourne Street, Suite 230, Fort Mill, SC 29715
96
Wealthminder
score

David Macaulay (CRD# 3180789) is an Investment Advisor Representative working at Macaulay & Associates, LLC in Fort Mill, SC and has over 19 years of experience in the finance industry. David Macaulay has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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