Unclaimed Profile

Carol Bodenhamer Lavelle

MCDONALD PARTNERS LLC·CLEVELAND, Ohio

SIE, Series 7, Series 24Clean record5 years registeredMCDONALD PARTNERS LLC

1301 EAST 9TH STREET, CLEVELAND, OH 44114CRD# 4424301Firm CRD# 135414

Profile Verification

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

Identity

Carol Bodenhamer Lavelle · CLEVELAND, OH

Registration

CRD #4424301 · MCDONALD PARTNERS LLC · 5 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MCDONALD PARTNERS LLC

STRATOS WEALTH PARTNERS, LTD

Jul 2021 – May 2022

Beachwood, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Registration record

First registered · July 20, 2021

Years registered · 5

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 Carol Bodenhamer Lavelle offer?

Carol Bodenhamer Lavelle specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Carol Bodenhamer Lavelle's credentials?

Carol Bodenhamer Lavelle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carol Bodenhamer Lavelle located?

Carol Bodenhamer Lavelle is based in CLEVELAND, Ohio, last registered with MCDONALD PARTNERS LLC.

How does Carol Bodenhamer Lavelle charge for services?

Carol Bodenhamer Lavelle'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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