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RIA / WealthAdvisordual registered (broker-dealer)29 years in industry

WILLIAM MAURICE HEGARTY

Advisor at MCDONALD PARTNERS LLC

Chagrin Falls, OH | CLEVELAND, 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:cf969616-3c27-15cc-b3fd-7a8e7be1d260

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Mar 25, 2005 to Sep 15, 2026

Across DFX

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

Private Equityidentity

William Maurice Jr Hegarty

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: Apr 9, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Apr 9, 1997
First registration: Mar 25, 2005
Dual registered: yes, broker-dealer
Other names: WILLIAM HEGARTY
IAPD individual key: 2784174

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	Sep 3, 2010	n/a	yes	CLEVELAND, OH\|CLEVELAND, OH\|Chagrin Falls, OH	Current employment
UBS FINANCIAL SERVICES INC.	Wirehouse	Feb 9, 2007	Jul 6, 2010	no	WEEHAWKEN, NJ	Previous registration
KEYBANC CAPITAL MARKETS INC.	n/a	Mar 25, 2005	Feb 9, 2007	no	CLEVELAND, OH\|CLEVELAND, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
UBS FINANCIAL SERVICES INC.	MCDONALD PARTNERS LLC	Jul 6, 2010	Sep 3, 2010	59	Firm change	Other
KEYBANC CAPITAL MARKETS INC.	UBS FINANCIAL SERVICES INC.	Feb 9, 2007	Feb 9, 2007	0	Bulk transfer	Other

Relationships

Registered with (3)

→ MCDONALD PARTNERS LLCRegistered adviserregistration: current employment
Sep 3, 2010 to presentfactForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Feb 9, 2007 to Jul 6, 2010factForm ADV
→ KEYBANC CAPITAL MARKETS INC.Registered adviserregistration: previous registration
Mar 25, 2005 to Feb 9, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cf969616-3c27-15cc-b3fd-7a8e7be1d260
First observed: Mar 25, 2005
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.

WILLIAM MAURICE HEGARTY

Advisor at MCDONALD PARTNERS LLC

Chagrin Falls, OH | CLEVELAND, 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:cf969616-3c27-15cc-b3fd-7a8e7be1d260

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:06 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

MCDONALD PARTNERS LLC

Independent wealth

Sep 3, 2010

n/a

yes

CLEVELAND, OH|CLEVELAND, OH|Chagrin Falls, OH

Current employment

UBS FINANCIAL SERVICES INC.

Wirehouse

Feb 9, 2007

Jul 6, 2010

WEEHAWKEN, NJ

Previous registration

KEYBANC CAPITAL MARKETS INC.

n/a

Mar 25, 2005

Feb 9, 2007

CLEVELAND, OH|CLEVELAND, OH

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

UBS FINANCIAL SERVICES INC.

MCDONALD PARTNERS LLC

Jul 6, 2010

Sep 3, 2010

Firm change

Other

KEYBANC CAPITAL MARKETS INC.

UBS FINANCIAL SERVICES INC.

Feb 9, 2007

Bulk transfer

Other