Owner · McDonald Partners LLC
Rita Mansour
CRD 1968418 · Named on Form ADV at one SEC-registered adviser
At a glance
McDonald Partners LLC, an SEC-registered broker-dealer firm based in Cleveland, OH with $1.3 billion in regulatory assets, lists Rita Mansour on its Form ADV as Owner.
Firms and roles
- McDonald Partners LLCOwnerBroker-dealer firm · Cleveland, OH · $1.3B in regulatory assets
AtlasMembers
Rita’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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Colleagues named on the same filings (7)
- Thomas Marion McDonaldOwner, McDonald Partners LLC
- Arnold Beatty McDonaldCeo/cfo/muni Principal/owner, McDonald Partners LLC
- William Maurice Jr HegartyChief Investment Officer, McDonald Partners LLC
- John Edward III McArdleOwner, McDonald Partners LLC
- Brian Andrew McDonaldOwner, McDonald Partners LLC
2 more people named with Rita on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Rita’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.