Unclaimed Profile

Charles Henry Jr Garrido

MCDONALD PARTNERS LLC·CLEVELAND, Ohio

SIE, Series 3, Series 7, Series 8, Series 9, Series 10, Series 15, Series 31, Series 63, Series 65, Series 99TO27 years registeredMCDONALD PARTNERS LLC

1301 EAST 9TH STREET, CLEVELAND, OH 44114CRD# 1191231Firm CRD# 135414

Profile Verification

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

Identity

Charles Henry Jr Garrido · CLEVELAND, OH

Registration

CRD #1191231 · MCDONALD PARTNERS LLC · 27 years registered

Brand Profile

Not yet started

Career History

A.G.P / ALLIANCE GLOBAL PARTNERS

Oct 2018 – present

MCDONALD PARTNERS LLC

Aug 2011 – Oct 2018

CHICAGO, IL

DAVID A. NOYES & COMPANY

Jan 2004 – Aug 2011

CHICAGO, IL

MCDONALD INVESTMENTS INC.

Jan 1999 – Feb 2004

INDIANAPOLIS, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 8

Series 9

Series 10

Series 15

Series 31

Series 63

Series 65

Series 99TO

Registration record

First registered · January 20, 1999

Years registered · 27

Disclosure History

2025Regulatory·Final

2024Customer Dispute·Settled

2004Customer Dispute·Award / Judgment

2001Customer Dispute·Settled

1996Customer Dispute·Settled

5 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

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 Charles Henry Jr Garrido offer?

Charles Henry Jr Garrido specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.

What are Charles Henry Jr Garrido's credentials?

Charles Henry Jr Garrido is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Henry Jr Garrido located?

Charles Henry Jr Garrido is based in CLEVELAND, Ohio, working with MCDONALD PARTNERS LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.

How does Charles Henry Jr Garrido charge for services?

Charles Henry Jr Garrido'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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