Leslie Shannon Mcdonald
Investment adviser representative at On Investment Management Co
14 yearsExperience
1 stateRegistered in
$3.2BFirm assets
54 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- On Investment Management CoJul 2024 to now
- Aquarius Professional StaffingMay 2024 to now
- UnemployedFeb 2024 to Apr 2024
- Lowe'sMay 2023 to Jan 2024
- Cincinnati Children's Hospital MedicalJan 2023 to Apr 2023
- RetiredJan 2022 to Dec 2022
- Fidelity Brokerage Services LLCDec 2019 to Dec 2021
- Fidelity Personal and Workplace AdvisorsJul 2018 to Dec 2019
- Fidelity Brokerage Services LLCJun 2012 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (OH).
On Investment Management Co
$3.2BAssets managed
9,568Clients
195Advisers
54 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
- 2683910
- Firm CRD
- 105662