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Arnold Beatty Mcdonald

MCDONALD PARTNERS LLC·CLEVELAND, Ohio
SIE, Series 7, Series 27, Series 28, Series 52TO, Series 53, Series 66, Series 79TO, Series 99TOClean record19 years registeredMCDONALD PARTNERS LLC
1301 EAST 9TH STREET, CLEVELAND, OH 44114CRD# 5126644Firm CRD# 135414

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Arnold Beatty Mcdonald · CLEVELAND, OH
Registration
CRD #5126644 · MCDONALD PARTNERS LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

May 2007present
Mar 2007present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 27
Series 28
Series 52TO
Series 53
Series 66
Series 79TO
Series 99TO
Registration record
First registered · March 16, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

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

04

Firm Overview

Firm
MCDONALD PARTNERS LLC
CRD 135414 · SEC 801-64294
AUM
$1.1B
Regulatory assets under management
Employees
34
1,967 client accounts
Services offered by MCDONALD PARTNERS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Arnold Beatty Mcdonald offer?
Arnold Beatty Mcdonald specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are Arnold Beatty Mcdonald's credentials?
Arnold Beatty Mcdonald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Arnold Beatty Mcdonald located?
Arnold Beatty Mcdonald is based in CLEVELAND, Ohio, working with MCDONALD PARTNERS LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Arnold Beatty Mcdonald charge for services?
Arnold Beatty Mcdonald's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MCDONALD PARTNERS LLC?
MCDONALD PARTNERS LLC has approximately 34 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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