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Financial ADVSR advisor directory · SEC adviser records

McDonald Partners LLC financial advisors

Every SEC-registered investment adviser representative at McDonald Partners LLC, by the state and city of the office they work from.

24 registered advisors work at McDonald Partners LLC, in 3 states and 5 cities; the most are in Cleveland, OH (19). 3 list the CFP designation and 21 are also registered broker representatives.

Search every McDonald Partners LLC advisor by name →Who joined and left McDonald Partners LLC →McDonald Partners LLC: assets, clients and custodians →

Cities with the most McDonald Partners LLC advisors

Cleveland, OH 19Toledo, OH 2Beachwood, OH 1Boyne City, MI 1Clarksville, TN 1

McDonald Partners LLC advisors by state

McDonald Partners LLC in Ohio 22

Cleveland 19Toledo 2Beachwood 1

McDonald Partners LLC in Michigan 1

Boyne City 1

McDonald Partners LLC in Tennessee 1

Clarksville 1

Questions

How many financial advisors does McDonald Partners LLC have?

24 investment adviser representatives are registered with McDonald Partners LLC, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 5 cities. 3 list the CFP designation and 21 are also registered as broker representatives.

Where does McDonald Partners LLC have the most advisors?

Cleveland, OH, with 19 registered advisors, then Toledo, OH (2). By state, Ohio has the most, with 22.

How do I find a McDonald Partners LLC financial advisor near me?

Pick your state below, then your city, to see every McDonald Partners LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at McDonald Partners LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →