Mcdonald Partners LLC

Mcdonald Partners LLC (CRD# 135414) is a financial advisory firm headquartered in Cleveland, OH. They manage $918,258,891 in 1,941 accounts and serve the financial needs of clients across 43 states (or territories).

By the Numbers
  • Total Assets Under Management
    918
    MILLION
  • 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
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, 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

Financial Advisors at Mcdonald Partners LLC
Showing 1 - 10 of 35 top financial advisors.
1
Joseph L. Palko
CRD#: 5335335
1301 East 9th Street, Suite 3700, Cleveland, OH 44114
101
Wealthminder
score

Joseph Palko (CRD# 5335335) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has over 9 years of experience in the finance industry. Joseph Palko 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.

2
Sean G. Kriak
CRD#: 4256029
1301 East 9th Street, Suite 3700, Cleveland, OH 44114
96
Wealthminder
score

Sean Kriak (CRD# 4256029) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has over 16 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.

3
Adriana M. Bastos-Randall
CRD#: 2566785
1301 East 9th Street, Suite 3700, Cleveland, OH 44114
93
Wealthminder
score

Adriana Bastos-Randall (CRD# 2566785) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has over 17 years of experience in the finance industry.

4
Conrad D. Burck
CRD#: 35362
300 W. Adams Suite 423, Chicago, IL 60606
93
Wealthminder
score

Conrad Burck (CRD# 35362) is an Investment Advisor Representative working at Mcdonald Partners LLC in Chicago, IL and has over 37 years of experience in the finance industry.

5
Gail M. Curran
CRD#: 3067937
1301 East 9th Street, Suite 3700, Cleveland, OH 44114
93
Wealthminder
score

Gail Curran (CRD# 3067937) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has over 18 years of experience in the finance industry.

6
Jill A. Guess
CRD#: 1391349
633 Chestnut St. Ste.600, Chattanooga, TN 37450
93
Wealthminder
score

Jill Guess (CRD# 1391349) is an Investment Advisor Representative working at Mcdonald Partners LLC in Chattanooga, TN and has over 19 years of experience in the finance industry.

7
Michelle C. Hegarty
CRD#: 1674178
1301 East 9th Street, Suite 3700, Cleveland, OH 44114
93
Wealthminder
score

Michelle Hegarty (CRD# 1674178) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has over 23 years of experience in the finance industry.

8
William M. Hegarty
CRD#: 2784174
1301 East 9th Street, Suite 3700, Cleveland, OH 44114
93
Wealthminder
score

William Hegarty (CRD# 2784174) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has over 19 years of experience in the finance industry.

9
Rita Mansour
CRD#: 1968418
1745 Indian Wood Circle, Suite 210, Maumee, OH 43537
93
Wealthminder
score

Rita Mansour (CRD# 1968418) is an Investment Advisor Representative working at Mcdonald Partners LLC in Maumee, OH and has over 27 years of experience in the finance industry.

10
Devon F. McArdle
CRD#: 2729703
1301 East 9th Street, Suite 3700, Cleveland, OH 44114
93
Wealthminder
score

Devon McArdle (CRD# 2729703) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has over 20 years of experience in the finance industry.

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