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Caroline Elizabeth Wisniewski

MCDONALD PARTNERS LLC·CLEVELAND, Ohio
SIE, Series 4, Series 7, Series 14, Series 24, Series 27, Series 28, Series 52TO, Series 53, Series 63, Series 79TO, Series 99TOMCDONALD PARTNERS LLC
1301 EAST 9TH STREET, CLEVELAND, OH 44114CRD# 1463513Firm CRD# 135414

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Caroline Elizabeth Wisniewski · CLEVELAND, OH
Registration
CRD #1463513 · MCDONALD PARTNERS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 14
Series 24
Series 27
Series 28
Series 52TO
Series 53
Series 63
Series 79TO
Series 99TO
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

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
View all advisors at MCDONALD PARTNERS LLC →
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04

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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Other Advisors at MCDONALD PARTNERS LLC

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Jonathan Daniel Hartzler
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CFA
Audrey Lynn Harris
CLEVELAND, OH
Brian Andrew Mcdonald
CLEVELAND, OH
Charles Henry Jr Garrido
CLEVELAND, OH
John Edward Iii Mcardle
CLEVELAND, OH

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