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Caroline Elizabeth Wisniewski

MCDONALD PARTNERS LLC·CLEVELAND, Ohio
Unclaimed Profile
1301 EAST 9TH STREET, CLEVELAND, OH 44114CRD# 1463513Firm CRD# 135414
01

About

Caroline Elizabeth Wisniewski is a registered financial advisor based in CLEVELAND, Ohio, affiliated with MCDONALD PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
MCDONALD PARTNERS LLC
MCDONALD PARTNERS LLC
AUM
$1.1B
Regulatory assets under management
Employees
34
Total firm employees
View all advisors at MCDONALD PARTNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 1463513
Firm CRD# 135414
5 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Caroline Elizabeth Wisniewski offer?
Caroline Elizabeth Wisniewski specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are Caroline Elizabeth Wisniewski's credentials?
Caroline Elizabeth Wisniewski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Caroline Elizabeth Wisniewski located?
Caroline Elizabeth Wisniewski is based in CLEVELAND, Ohio, working with MCDONALD PARTNERS LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Caroline Elizabeth Wisniewski charge for services?
Caroline Elizabeth Wisniewski'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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Nearby cities in Ohio
CINCINNATI (755)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)
City Guides
CINCINNATI GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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