Claim Profile
Unclaimed Profile
PC

Peter Lydon Clerkin

MCDONNELL INVESTMENT MANAGEMENT, LLC·OAKBROOK TERRACE, Illinois
MCDONNELL 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
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Peter Lydon Clerkin is a registered financial advisor based in OAKBROOK TERRACE, Illinois, affiliated with MCDONNELL INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
Introduction

Speak with Peter

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Peter is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
MCDONNELL INVESTMENT MANAGEMENT, LLC
MCDONNELL INVESTMENT MANAGEMENT, LLC
AUM
$11.7B
Regulatory assets under management
Employees
50
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1052927
Firm CRD# 166176
View on FINRA BrokerCheck →

Looking for a financial advisor in OAKBROOK TERRACE?

Browse all registered financial advisors in OAKBROOK TERRACE, Illinois or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Peter Lydon Clerkin offer?
Peter Lydon Clerkin specializes in Investment Management, Wealth Management. Contact their office in OAKBROOK TERRACE, Illinois for a consultation.
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, working with MCDONNELL INVESTMENT MANAGEMENT, LLC. Their office serves clients in the OAKBROOK TERRACE metropolitan area and surrounding communities.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →