Unclaimed Profile

Rita Mansour

MCDONALD PARTNERS LLC·CLEVELAND, Ohio

SIE, Series 7, Series 8, Series 9, Series 10, Series 31, Series 63, Series 65, Series 79TO, Series 99TO26 years registeredMCDONALD PARTNERS LLC

1301 EAST 9TH STREET, CLEVELAND, OH 44114CRD# 1968418Firm CRD# 135414

Profile Verification

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

Identity

Rita Mansour · CLEVELAND, OH

Registration

CRD #1968418 · MCDONALD PARTNERS LLC · 26 years registered

Brand Profile

Not yet started

Career History

MCDONALD PARTNERS LLC

Sep 2006 – present

MCDONALD INVESTMENTS INC.

Nov 1999 – Oct 2006

TOLEDO, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 9

Series 10

Series 31

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · November 22, 1999

Years registered · 26

Disclosure History

2025Customer Dispute·Settled

2024Customer Dispute·Settled

2022Customer Dispute·Settled

2021Regulatory·Final

2020Customer Dispute·Settled

2019Customer Dispute·Award / Judgment

2019Customer Dispute·Settled

7 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. 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 Rita Mansour offer?

Rita Mansour specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.

What are Rita Mansour's credentials?

Rita Mansour is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rita Mansour located?

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

How does Rita Mansour charge for services?

Rita Mansour'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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