Unclaimed Profile

Thomas Marion Mcdonald

MCDONALD PARTNERS LLC·CLEVELAND, Ohio

SIE, Series 000, Series 1, Series 4, Series 5, Series 7TO, Series 12, Series 24, Series 40, Series 63, Series 66, Series 79TO, Series 99TO23 years registeredMCDONALD PARTNERS LLC

1301 EAST 9TH STREET, CLEVELAND, OH 44114CRD# 326904Firm CRD# 135414

Profile Verification

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

Identity

Thomas Marion Mcdonald · CLEVELAND, OH

Registration

CRD #326904 · MCDONALD PARTNERS LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MCDONALD PARTNERS LLC

MCDONALD PARTNERS LLC

Jul 2005 – Mar 2025

CLEVELAND, OH

WAYNE HUMMER ASSET MANAGEMENT COMPANY

Apr 2003 – Jan 2006

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 000

Series 1

Series 4

Series 5

Series 7TO

Series 12

Series 24

Series 40

Series 63

Series 66

Series 79TO

Series 99TO

Registration record

First registered · April 3, 2003

Years registered · 23

Disclosure History

2024Customer Dispute·Pending

2023Customer Dispute·Settled

2020Customer Dispute·Settled

2019Customer Dispute·Award / Judgment

2019Customer Dispute·Settled

1990Regulatory·Final

6 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 Thomas Marion Mcdonald offer?

Thomas Marion Mcdonald specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Thomas Marion Mcdonald's credentials?

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

Where is Thomas Marion Mcdonald located?

Thomas Marion Mcdonald is based in CLEVELAND, Ohio, last registered with MCDONALD PARTNERS LLC.

How does Thomas Marion Mcdonald charge for services?

Thomas Marion Mcdonald'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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