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Todd Matthew MacAulay

Facet

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About Todd Matthew MacAulay

Todd MacAulay is a financial advisor at Facet. He is a CERTIFIED FINANCIAL PLANNER™ professional with experience in the financial services industry. Todd has a Series 63, Series 66, and Series 7 licenses. His specializations include financial planning and portfolio management. He has been a financial advisor for over 20 years, previously working at Commonwealth Financial Network and John Hancock Distributors LLC. Todd currently holds active registrations in Kentucky and Texas.

Firm Information

Todd MacAulay is currently registered with Facet. Facet is an investment advisor headquartered in BALTIMORE, MD with approximately $1 billion - $10 billion in assets under management. They provide financial planning and portfolio management for individuals and high-net-worth individuals. They have 58 investment advisor representatives and 34,597 total accounts.
Facet

400 EAST PRATT STREET

BALTIMORE, MD 21202

$3.87B

Assets Under Management

2,957

Total Clients

71

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Todd MacAulay’s Registration & Firm History

MD

05/17/2023 - Present

Facet (BALTIMORE MD)

MA

04/10/2013 - 05/22/2015

COMMONWEALTH FINANCIAL NETWORK (LYNN MA)

MA

11/03/2010 - 04/11/2011

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

MA

02/27/2008 - 04/11/2011

JOHN HANCOCK FUNDS, LLC (BOSTON MA)

MA

10/27/2005 - 02/25/2008

RAYMOND JAMES FINANCIAL SERVICES, INC. (BEVERLY MA)

RI

09/15/2000 - 11/10/2005

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

BOTH

Issued 01/11/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/25/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/22/2015

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Todd Matthew MacAulay.
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