Unclaimed Profile

Thomas Anthony Yako

MCDONALD PARTNERS LLC·CLEVELAND, Ohio

SIE, Series 7, Series 9, Series 10, Series 24, Series 31, Series 66Clean record20 years registeredMCDONALD PARTNERS LLC

1301 EAST 9TH STREET, CLEVELAND, OH 44114CRD# 3002163Firm CRD# 135414

Profile Verification

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

Identity

Thomas Anthony Yako · CLEVELAND, OH

Registration

CRD #3002163 · MCDONALD PARTNERS LLC · 20 years registered

Brand Profile

Not yet started

Career History

MCDONALD PARTNERS LLC

Jan 2006 – present

MCDONALD PARTNERS LLC

Jan 2006 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 31

Series 66

Registration record

First registered · January 3, 2006

Years registered · 20

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 Thomas Anthony

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

Not sure if Thomas Anthony 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 Thomas Anthony Yako offer?

Thomas Anthony Yako specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.

What are Thomas Anthony Yako's credentials?

Thomas Anthony Yako is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Anthony Yako located?

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

How does Thomas Anthony Yako charge for services?

Thomas Anthony Yako'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 →