Unclaimed Profile

Peter Lydon Clerkin

MCDONNELL INVESTMENT MANAGEMENT, LLC·OAKBROOK TERRACE, Illinois

Series 6, Series 7, Series 22, Series 63, Series 65Clean record24 years registeredMCDONNELL INVESTMENT MANAGEMENT, LLC

18W140 BUTTERFIELD ROAD, OAKBROOK TERRACE, IL 60181CRD# 1052927Firm CRD# 166176

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Peter Lydon Clerkin · OAKBROOK TERRACE, IL

Registration

CRD #1052927 · MCDONNELL INVESTMENT MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MCDONNELL INVESTMENT MANAGEMENT, LLC

MCDONNELL INVESTMENT MANAGEMENT, LLC

Jan 2013 – May 2017

OAKBROOK TERRACE, IL

MCDONNELL INVESTMENT MANAGEMENT, LLC

Oct 2001 – Jan 2013

OAK BROOK, IL

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 22

Series 63

Series 65

Registration record

First registered · October 31, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MCDONNELL INVESTMENT MANAGEMENT, LLC

CRD 166176 · SEC 801-77394

AUM

$11.7B

Regulatory assets under management

Employees

9,478 client accounts

Services offered by MCDONNELL INVESTMENT MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at MCDONNELL INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Peter Lydon Clerkin offer?

Peter Lydon Clerkin specializes in Investment Management, Wealth Management.

What are Peter Lydon Clerkin's credentials?

Peter Lydon Clerkin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter Lydon Clerkin located?

Peter Lydon Clerkin is based in OAKBROOK TERRACE, Illinois, last registered with MCDONNELL INVESTMENT MANAGEMENT, LLC.

How does Peter Lydon Clerkin charge for services?

Peter Lydon Clerkin's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MCDONNELL INVESTMENT MANAGEMENT, LLC?

MCDONNELL INVESTMENT MANAGEMENT, LLC has approximately 50 employees and manages $11.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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