CRD #135414 · FINRA BrokerCheck + SEC IAPD

Mcdonald Partners LLC

According to FINRA BrokerCheck disclosure totals used on PlainAdvisorCheck graded firms, Mcdonald Partners LLC ranks #1,245 of 20,055 by disclosure count (most disclosures first). Among firms registered in OH, it ranks #8 of 57 on the same disclosure sort used on the state browse page. Mcdonald Partners LLC carries 6 BrokerCheck disclosures across 25 branch offices - light load for a mid-sized firm, earning a Grade B.

Verify on FINRA BrokerCheck → Browse all firms
Grade B
Safety grade
25
branch offices
6
disclosures
#1,245 of 20,055
disclosure rank · graded

FINRA BrokerCheck disclosure docket

CRD record 135414 Mcdonald Partners LLC

Mcdonald Partners LLC · Grade B · 6 disc · 0.24/office · Mid-sized firm

  • CRD 135414
  • GRADE B
  • DISC 6
  • REG 5
  • ARB 1
  • CIV 0
  • BRANCH 25
  • PER-OFF 0.24
  • RANK #1,245 of 20,055
  • BOOK Mid-sized firm

Intensity peers

Nearest same-size peer: Voya Financial Partners, LLC (0.24 disc/office)

Voya Financial Partners…0.24Citizens JMP Securities…0.26Southeast Investments, …0.26Mcdonald Partners LLC (this)0.24
Disclosures per office among mid-sized firm peers (lower is cleaner)

Mcdonald Partners LLC ranks #1,245 of 20,055 by disclosure count among graded broker-dealers; light load at 0.24 disclosures per office. Verify on FINRA BrokerCheck →

PlainAdvisorCheck rating 4/5 - an editorial, size-normalized signal, not a regulatory determination. Always verify the underlying record on FINRA BrokerCheck before engaging an advisor.

Data updated July 2026

Branch offices

25 offices

FINRA: Small firm

Total disclosures

6 events

On FINRA BrokerCheck

Regulatory events

5 actions

83% of all disclosures

Disclosures per office

0.24 per office

6 ÷ 25 offices

Mcdonald Partners LLC vs. every disclosing firm

Disclosures per branch office, the size-normalized signal behind the grade (lower is cleaner)

0 Among the cleanest for its size a cleaner per-office record than 75% of 1,251 disclosing firms

0–0: 314 disclosing firms (25%). This entry sits in this band. 0–1: 159 disclosing firms (13%). Above this entry. 1–1: 301 disclosing firms (24%). Above this entry. 1–1: 40 disclosing firms (3%). Above this entry. 1–1: 140 disclosing firms (11%). Above this entry. 1–2: 32 disclosing firms (3%). Above this entry. 2–2: 65 disclosing firms (5%). Above this entry. 2–2: 9 disclosing firms (1%). Above this entry. 2–2: 72 disclosing firms (6%). Above this entry. 2–3: 14 disclosing firms (1%). Above this entry. 3–3: 24 disclosing firms (2%). Above this entry. 3–3: 6 disclosing firms (0%). Above this entry. 3–3: 32 disclosing firms (3%). Above this entry. 3–4: 5 disclosing firms (0%). Above this entry. 4–4: 10 disclosing firms (1%). Above this entry. 4–4: 3 disclosing firms (0%). Above this entry. 4–4: 9 disclosing firms (1%). Above this entry. 4–5: 3 disclosing firms (0%). Above this entry. 5–5: 11 disclosing firms (1%). Above this entry. 5–5: 2 disclosing firms (0%). Above this entry. This firm 0 5 every disclosing firm, by disclosures per office, bucketed by value

Each bar is a band; taller bars hold more disclosing firms. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count, share, and where it sits relative to this entry.

Source FINRA BrokerCheck · SEC IAPD · 2026

Disclosure Breakdown

Disclosure Type Count
Regulatory Events 5
Arbitrations 1
Civil Events 0
Total 6

Counts for Mcdonald Partners LLC reflect events reported on FINRA BrokerCheck as of July 2026. Disclosures are reported events, not proven violations.

Disclosure category share

Regulatory 5 Arbitration 1 Civil 0

Firm Details

Firm Size
Small
Scope
ACTIVE
Location
Cleveland, OH
CRD Number
135414

Regulator-heavy mix

Mcdonald Partners LLC in the heavier-disclosure third

Mcdonald Partners LLC carries 6 BrokerCheck disclosures across 25 branch offices - a heavier-third raw book among graded firms (#1,245 of 20,055). Regulator-initiated events are 83% of the book (5 regulatory / 1 arbitration / 0 civil).

83% of Mcdonald Partners LLC's 6 disclosures are regulator-initiated (5 events). Verify on FINRA BrokerCheck ↗ · how disclosures are interpreted.

Educational summary of Mcdonald Partners LLC's disclosure book - not financial advice. Disclosures are reported events, not proven violations; consult a licensed advisor before decisions.

Ohio cohort · 1.46× state average

Mcdonald Partners LLC sits above the Ohio disclosure average

Mcdonald Partners LLC reports 6 BrokerCheck disclosures, 1.46× the Ohio average of 4.1 across 57 graded firms with a principal-office state on file.

In Ohio, 26 firms carry Grade A and 0 carry Grade F on the same size-normalized scale.

Average uses graded firms with a principal-office state on file, not a full 50-state census. Open the Ohio state book →

Source: FINRA BrokerCheck & SEC IAPD Public Disclosure Data

Frequently Asked Questions

Where does Mcdonald Partners LLC sit among graded broker-dealers by disclosure count?
According to FINRA BrokerCheck disclosure totals used on PlainAdvisorCheck graded firms, Mcdonald Partners LLC ranks #1,245 of 20,055 by disclosure count (most disclosures first). Among firms registered in OH, it ranks #8 of 57 on the same disclosure sort used on the state browse page. Ordinals match the disclosure-first sort documented on our methodology corpus-placement section. A high disclosure rank is not automatically a finding of wrongdoing; larger firms accumulate more reported events. Always review the underlying FINRA BrokerCheck detail before engaging.
What does a grade of B mean for Mcdonald Partners LLC?
A grade of B reflects Mcdonald Partners LLC's disclosure intensity, its weighted disclosure load per branch office, ranked against other firms of a similar size (mid-sized firm). It carries 6 total disclosures across 25 branch offices. Review the specific disclosures on FINRA BrokerCheck before engaging.
How many FINRA disclosures does Mcdonald Partners LLC have?
Mcdonald Partners LLC has 6 total FINRA disclosures, including 5 regulatory events, 1 arbitration. Disclosures reflect reported events on FINRA BrokerCheck and do not necessarily indicate proven violations.
How big is Mcdonald Partners LLC?
Mcdonald Partners LLC operates 25 branch offices and is classified by FINRA as a small firm, registered in OH (Mid-sized firm). FINRA BrokerCheck publishes branch-office counts but not a firmwide registered-representative headcount, so PlainAdvisorCheck measures firm size by branch footprint.
Where can I verify Mcdonald Partners LLC's disciplinary record?
You can verify Mcdonald Partners LLC's full disciplinary history on FINRA BrokerCheck at brokercheck.finra.org using CRD number 135414. BrokerCheck provides detailed information about individual registered representatives, complaints, and regulatory actions.
What is a FINRA disclosure?
A FINRA disclosure is a reported event (regulatory, arbitration, or civil). Mcdonald Partners LLC's 6 events mean reading the underlying BrokerCheck detail matters more than the raw count alone.
Should I avoid Mcdonald Partners LLC because of its disclosures?
Not necessarily. Larger firms accumulate more disclosures simply because they operate more offices, so PlainAdvisorCheck grades each firm against same-size peers rather than on raw counts. Mcdonald Partners LLC carries 6 disclosures across 25 branch offices (about 0.24 per office). Review the nature of individual disclosures on FINRA BrokerCheck before making a decision.

Nationwide peers by disclosures or branches

Two PlainAdvisorCheck-derived peer sets for Mcdonald Partners LLC, both outside OH so the neighborhoods are not state containment (the same-size intensity list below stays size-tier local).

Read with this firm

Read our methodology - heavier-disclosure firms: how raw counts and per-office intensity are graded.

Retrieved and formatted by PlainAdvisorCheck from FINRA BrokerCheck public records.