DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

BRIAN ANDREW MCDONALD

Advisor at MCDONALD PARTNERS LLC

CLEVELAND, OH | Shaker Heights, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:849d4a8f-1c34-bd72-1ac8-cf855114cdcb

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: May 2, 2019 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Brian Andrew Mcdonald

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MCDONALD PARTNERS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Mar 10, 2023
First registration: May 2, 2019
Dual registered: yes, broker-dealer
IAPD individual key: 3037343

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MCDONALD PARTNERS LLC	Independent wealth	May 10, 2023	n/a	yes	CLEVELAND, OH\|Shaker Heights, OH	Current employment
MCDONALD PARTNERS LLC	Independent wealth	May 2, 2019	Oct 25, 2021	no	CLEVELAND, OH\|CLEVELAND, OH	Previous registration

Relationships

Registered with (1)

→ MCDONALD PARTNERS LLCRegistered adviserregistration: previous registration
May 2, 2019 to Oct 25, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:849d4a8f-1c34-bd72-1ac8-cf855114cdcb
First observed: May 2, 2019
Last observed: Sep 15, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BRIAN ANDREW MCDONALD

Advisor at MCDONALD PARTNERS LLC

CLEVELAND, OH | Shaker Heights, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:849d4a8f-1c34-bd72-1ac8-cf855114cdcb

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:23 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

MCDONALD PARTNERS LLC

Independent wealth

May 10, 2023

n/a

yes

CLEVELAND, OH|Shaker Heights, OH

Current employment

MCDONALD PARTNERS LLC

Independent wealth

May 2, 2019

Oct 25, 2021

CLEVELAND, OH|CLEVELAND, OH

Previous registration