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Financial ADVSR advisor directory · SEC adviser records

McDonald Partners LLC financial advisors in Ohio

Every SEC-registered investment adviser representative at a McDonald Partners LLC office in Ohio, by city and A to Z.

22 registered advisors work at McDonald Partners LLC in Ohio, out of 24 nationwide; it's the firm's number 1 state by advisors, and the most are in Cleveland (19). 2 list the CFP designation and 20 are also registered broker representatives.

McDonald Partners LLC advisors by city in Ohio

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Cleveland 19Toledo 2Beachwood 1

McDonald Partners LLC advisors in Ohio, A to Z

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Questions

How many McDonald Partners LLC financial advisors are in Ohio?

22 investment adviser representatives are registered at McDonald Partners LLC offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 24 at the firm nationwide. 2 list the CFP designation and 20 are also registered as broker representatives.

Where in Ohio does McDonald Partners LLC have the most advisors?

Cleveland, with 19, then Toledo (2). McDonald Partners LLC has advisors in 3 cities in Ohio.

How do I check a McDonald Partners LLC advisor in Ohio?

Each advisor below 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. Advisors are listed at the city of the McDonald Partners LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.