Mcdonald Partners LLC

Mcdonald Partners LLC (CRD# 135414) is a financial advisory firm headquartered in Cleveland, OH. They manage $1,217,789,507 in 2,447 accounts and serve the financial needs of clients across 41 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,218
    MILLION
  • Total Number of Accounts
    2,447
    ACCOUNTS
  • Average Account Value
    $497,666
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 pooled investment vehicles (other than investment companies)
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Mcdonald Partners LLC
Showing 1 - 10 of 33 top financial advisors.
1
Maryanne R. Battistone
CRD#: 2171547
1301 East 9th Street, Suite 3700, Cleveland, OH 44114

Maryanne Battistone (CRD# 2171547) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has 1 year of experience in the finance industry.

2
William S. Fazekas
CRD#: 3224162
1301 East 9th Street, Suite 3700, Cleveland, OH 44114

William Fazekas (CRD# 3224162) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has over 21 years of experience in the finance industry. William Fazekas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
John V. Goodman
CRD#: 1386009
1301 East 9th Street, Suite 3700, Cleveland, OH 44114

John Goodman (CRD# 1386009) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has over 35 years of experience in the finance industry.

4
Michelle C. Hegarty
CRD#: 1674178
1301 East 9th Street, Suite 3700, Cleveland, OH 44114

Michelle Hegarty (CRD# 1674178) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has over 27 years of experience in the finance industry.

5
William M. Hegarty
CRD#: 2784174
1301 East 9th Street, Suite 3700, Cleveland, OH 44114

William Hegarty (CRD# 2784174) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has over 23 years of experience in the finance industry.

6
Todd C. Kalish
CRD#: 2865875
1301 East 9th Street, Suite 3700, Cleveland, OH 44114

Todd Kalish (CRD# 2865875) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has over 23 years of experience in the finance industry.

7
Sean G. Kriak
CRD#: 4256029
1301 East 9th Street, Suite 3700, Cleveland, OH 44114

Sean Kriak (CRD# 4256029) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has over 20 years of experience in the finance industry. Sean Kriak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Jonathan S. Lucas
CRD#: 6952356
1301 East 9th Street, Suite 3700, Cleveland, OH 44114

Jonathan Lucas (CRD# 6952356) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has over 2 years of experience in the finance industry.

9
Rita Mansour
CRD#: 1968418
One Seagate, Suite 1825, Toledo, OH 43604

Rita Mansour (CRD# 1968418) is an Investment Advisor Representative working at Mcdonald Partners LLC in Toledo, OH and has over 31 years of experience in the finance industry.

10
Devon F. McArdle
CRD#: 2729703
1301 East 9th Street, Suite 3700, Cleveland, OH 44114

Devon McArdle (CRD# 2729703) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has over 24 years of experience in the finance industry.

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