Brian Andrew Mcdonald
Investment adviser representative at Mcdonald Partners LLC
18 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
18 years in the industry.
- Mcdonald Partners LLCDec 2022 to now
- Joan C Edwards Charitable FoudnationAug 2008 to now
- Mcdonald Partners LLCOct 2009 to Oct 2021
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 3037343
- Firm CRD
- 135414