Unclaimed Profile

Brian Andrew Mcdonald

MCDONALD PARTNERS LLC·CLEVELAND, Ohio

SIE, Series 6, Series 6TO, Series 7, Series 66Clean record7 years registeredMCDONALD PARTNERS LLC

1301 EAST 9TH STREET, CLEVELAND, OH 44114CRD# 3037343Firm CRD# 135414

Profile Verification

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

Identity

Brian Andrew Mcdonald · CLEVELAND, OH

Registration

CRD #3037343 · MCDONALD PARTNERS LLC · 7 years registered

Brand Profile

Not yet started

Career History

MCDONALD PARTNERS LLC

May 2023 – present

MCDONALD PARTNERS LLC

Dec 2022 – present

MCDONALD PARTNERS LLC

May 2019 – Oct 2021

CLEVELAND, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 6TO

Series 7

Series 66

Registration record

First registered · May 2, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

MCDONALD PARTNERS LLC

CRD 135414 · SEC 801-64294

AUM

$1.1B

Regulatory assets under management

Employees

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

View all advisors at MCDONALD PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Brian Andrew Mcdonald offer?

Brian Andrew Mcdonald specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.

What are Brian Andrew Mcdonald's credentials?

Brian Andrew Mcdonald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Andrew Mcdonald located?

Brian Andrew 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 Brian Andrew Mcdonald charge for services?

Brian Andrew 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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