Unclaimed Profile

Devon Frances Mcardle

MCDONALD PARTNERS LLC·CLEVELAND, Ohio

SIE, Series 7, Series 31, Series 63, Series 66, Series 79TOClean record22 years registeredMCDONALD PARTNERS LLC

1301 EAST 9TH STREET, CLEVELAND, OH 44114CRD# 2729703Firm CRD# 135414

Profile Verification

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

Identity

Devon Frances Mcardle · CLEVELAND, OH

Registration

CRD #2729703 · MCDONALD PARTNERS LLC · 22 years registered

Brand Profile

Not yet started

Career History

MCDONALD PARTNERS LLC

Jan 2008 – present

FIFTH THIRD SECURITIES, INC.

Sep 2007 – Jan 2008

BRIGHTON, MI

MCDONALD INVESTMENTS INC.

Mar 2004 – Nov 2005

BIRMINGHAM, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 66

Series 79TO

Registration record

First registered · March 31, 2004

Years registered · 22

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 Devon Frances Mcardle offer?

Devon Frances Mcardle specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.

What are Devon Frances Mcardle's credentials?

Devon Frances Mcardle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Devon Frances Mcardle located?

Devon Frances Mcardle is based in CLEVELAND, Ohio, working with MCDONALD PARTNERS LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.

How does Devon Frances Mcardle charge for services?

Devon Frances Mcardle'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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