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Douglas Scott Mackay

BROADLEAF PARTNERS, LLC·HUDSON, Ohio
Series 2, Series 6, Series 26, Series 63, Series 65Clean record30 years registeredBROADLEAF PARTNERS, LLC
9 AURORA STREET, SUITE #5, HUDSON, OH 44236CRD# 2154838Firm CRD# 137433

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Douglas Scott Mackay · HUDSON, OH
Registration
CRD #2154838 · BROADLEAF PARTNERS, LLC · 30 years registered
Brand Profile
Not yet started
01

Career History

BROADLEAF PARTNERS, LLC
Nov 2005 – present
OAK ASSOCIATES LTD
Apr 1996 – Oct 2005
AKRON, OH
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 6
Series 26
Series 63
Series 65
Registration record
First registered · April 11, 1996
Years registered · 30
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BROADLEAF PARTNERS, LLC
CRD 137433 · SEC 801-71143
AUM
$411M
Regulatory assets under management
Employees
7
494 client accounts
Services offered by BROADLEAF PARTNERS, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at BROADLEAF PARTNERS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Douglas Scott Mackay offer?
Douglas Scott Mackay specializes in Investment Management, Wealth Management. Contact their office in HUDSON, Ohio for a consultation.
What are Douglas Scott Mackay's credentials?
Douglas Scott Mackay is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Douglas Scott Mackay located?
Douglas Scott Mackay is based in HUDSON, Ohio, working with BROADLEAF PARTNERS, LLC. Their office serves clients in the HUDSON metropolitan area and surrounding communities.
How does Douglas Scott Mackay charge for services?
Douglas Scott Mackay's firm is compensated through percentage of aum, subscription fees, other: assets under supervision. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BROADLEAF PARTNERS, LLC?
BROADLEAF PARTNERS, LLC has approximately 7 employees and manages $411M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BROADLEAF PARTNERS, LLC

William Frank Hoover
HUDSON, OH

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