Financial ADVSR advisor directory · SEC adviser records
McDonald Partners LLC financial advisors in Cleveland, OH
Every SEC-registered investment adviser representative at a McDonald Partners LLC office in Cleveland, A to Z.
19 registered advisors work at McDonald Partners LLC in Cleveland, out of 24 at the firm nationwide; it ranks number 9 in the city by advisors. 2 list the CFP designation and 17 are also registered broker representatives.
McDonald Partners LLC advisors in Cleveland, A to Z
Every McDonald Partners LLC advisor →- Maryanne R. BattistoneAlso a broker rep
- Dylan R. CaslerInvestment adviser rep
- Heather F. FrutigCertified Financial Planner
- William M. Hegarty Jr.Also a broker rep
- Devon F. McArdleAlso a broker rep
- John E. McArdle IIIAlso a broker rep
- Arnold B. McDonaldAlso a broker rep
- Brian A. McDonaldAlso a broker rep
- Michael T. McGrailAlso a broker rep
- Laura A. MineoAlso a broker rep
- Yasmeen MooreAlso a broker rep
- Matthew A. NortonAlso a broker rep
- Timothy P. NortonAlso a broker rep
- Jacqueline S. RandallAlso a broker rep
- Joseph P. StanziAlso a broker rep
- Ted R. StoneAlso a broker rep
- Timothy A. WestraCertified Financial Planner · Also a broker rep
- Russell C. WoodAlso a broker rep
- Thomas A. YakoAlso a broker rep
McDonald Partners LLC advisors in every city and state →McDonald Partners LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
McDonald Partners LLC advisors in other cities
Toledo, OH 2Beachwood, OH 1Boyne City, MI 1Clarksville, TN 1
Other firms in Cleveland
All Cleveland advisors →Mai Capital Management, LLC 60Cbiz Investment Advisory Services, LLC 37Clearstead; Clearstead Advisory Solutions 30PNC Wealth Management LLC 30J.P. Morgan Securities LLC 27Robert W. Baird & Co. Incorporated 27Cetera Investment Advisers LLC 23UBS Financial Services Inc. 21Ameriprise Financial Services, LLC 18Northcoast Research Partners, LLC 18MML Investors Services, LLC 17Vantage Financial Group, Inc. 16
Questions
How many financial advisors does McDonald Partners LLC have in Cleveland?
19 investment adviser representatives are registered at McDonald Partners LLC offices in Cleveland, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 24 nationwide. 2 list the CFP designation and 17 are also registered as broker representatives.
Is McDonald Partners LLC one of the largest advisor employers in Cleveland?
McDonald Partners LLC ranks number 9 in Cleveland by registered advisors; Mai Capital Management, LLC has the most, with 60.
How do I check a McDonald Partners LLC advisor in Cleveland?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.