Maryanne Rita Battistone
Investment adviser representative at Mcdonald Partners LLC
29 yearsExperience
1 stateRegistered in
$1.3BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
29 years in the industry.
- Mcdonald Partners LLCJun 2009 to now
- Thomas Mcdonald Partners, LLCMay 2009 to now
- UBS Financial Services Inc.Feb 2007 to now
- Mcdonald Investments Inc.Mar 1997 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Mcdonald Partners LLC
$1.3BAssets managed
1,170Clients
24Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2171547
- Firm CRD
- 135414