Richard Simkus, financial advisor Cleveland OH
93 score

Richard Simkus

CRD Number: 1269936
Current Firm: Mcdonald Partners LLC

Richard Simkus (CRD# 1269936) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Thomas Mcdonald Partners LLC Cleveland, OH Dec 2009 - Current 7
Prism Advisory Group, LLC Lawrenceville, NJ Dec 2009 - Current 7
American Securities Group, Inc. Boca Raton, FL Nov 2004 - Dec 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1984
S65 NASAA Investment Advisors Law Examination Jun 1992
Contact Info for Richard V. Simkus
Phone Number: 216-912-0567
Registered State(s):
  • CA
  • FL
  • MD
  • MA
  • NJ
  • PA
  • VT
  • VA
By the Numbers
  • Total Assets Under Management
    918
    MILLIONS
  • Total Number of Accounts
    1,941
    ACCOUNTS
  • Average Account Value
    $473,085
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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