Unclaimed Profile

Lisa Bader Rosenthal

MCDONALD PARTNERS LLC·CLEVELAND, Ohio

SIE, Series 7, Series 63, Series 65CFP CFAClean record10 years registeredMCDONALD PARTNERS LLC

1301 EAST 9TH STREET, CLEVELAND, OH 44114CRD# 5450876Firm CRD# 135414

Profile Verification

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

Identity

Lisa Bader Rosenthal · CLEVELAND, OH

Registration

CRD #5450876 · MCDONALD PARTNERS LLC · 10 years registered

Brand Profile

Not yet started

Career History

ANCORA PRIVATE WEALTH ADVISORS, LLC

Mar 2024 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Sep 2020 – Dec 2023

PEPPER PIKE, OH

MCDONALD PARTNERS LLC

Oct 2017 – Sep 2020

CLEVELAND, OH

MORGAN STANLEY

Jan 2016 – Oct 2017

CLEVELAND, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · January 21, 2016

Years registered · 10

Professional designations · CFP, CFA

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

Speak with Lisa Bader

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Lisa Bader is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CLEVELAND?

Browse all registered financial advisors in CLEVELAND, Ohio or claim this profile if it's yours.

Browse CLEVELAND Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Lisa Bader Rosenthal offer?

Lisa Bader Rosenthal specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.

What are Lisa Bader Rosenthal's credentials?

Lisa Bader Rosenthal holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Lisa Bader Rosenthal located?

Lisa Bader Rosenthal is based in CLEVELAND, Ohio, working with MCDONALD PARTNERS LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.

How does Lisa Bader Rosenthal charge for services?

Lisa Bader Rosenthal'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →