Rita Mansour
CPWA®Professional Summary
Rita Mansour, CPWA® is a registered financial advisor currently at MCDONALD PARTNERS LLC located in Toledo, Ohio. Rita is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Rita has worked at 4 firms and has passed the Series 65, Series 63, Series 79TO, Series 99TO, SIE, Series 31, Series 7, Series 10, Series 9 and Series 8 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
FALCON WEALTH PLANNING, LLC
OSAIC WEALTH, INC.
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
LPL FINANCIAL LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
FALCON WEALTH PLANNING, LLC
OSAIC WEALTH, INC.
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
LPL FINANCIAL LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
FALCON WEALTH PLANNING, LLC
OSAIC WEALTH, INC.
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
LPL FINANCIAL LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
FALCON WEALTH PLANNING, LLC
OSAIC WEALTH, INC.
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
LPL FINANCIAL LLC
Credentials
Years of Experience
37 years in the financial services industry
Current & Past Employments
Similar Advisors
FALCON WEALTH PLANNING, LLC
OSAIC WEALTH, INC.
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
LPL FINANCIAL LLC
Current Firm
MCDONALD MANAGEMENT LLC | THOMAS MCDONALD PARTNERS, LLC | THOMAS MCDONALD & ASSOCIATES LLC | THOMAS MCDONALD & ASSOCIATES | MPCF LLC | MPCF II LLC | MP127 LLC | MP DPI LLC | MCDONALD USAF GP LLC | MCDONALD PARTNERS LLC
Contact Information
Main Address
1301 East 9th Street Suite 3700, Cleveland, OH 44114Mailing Address
1301 East 9th Street Suite 3700, Cleveland, OH 44114Phone Number
(216) 912-0567Established
Ohio since 04/05/2005Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
Small# of Employees
29SEC notice filing (42 States and Territories)
Registered to provide investment advisory services in 42 US states and territories.
FINRA licenses (48 States and Territories)
Registered to provide investment advisory services in 42 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| MCDONALD, THOMAS MARION | OWNER | 326904 |
| MCDONALD, ARNOLD BEATTY | FINANCIAL & OPERATIONS PRINCIPAL | 5126644 |
| MCDONALD, ARNOLD BEATTY | CEO/CFO/MUNI PRINCIPAL/OWNER | 5126644 |
| MCDONALD, BRIAN ANDREW | OWNER | 3037343 |
| NEMRY, RAFAT NAIN | OWNER | — |
| HEGARTY, WILLIAM MAURICE JR | CHIEF INVESTMENT OFFICER | 2784174 |
| MANSOUR, RITA | OWNER | 1968418 |
| MCARDLE, JOHN EDWARD III | OWNER | 5386698 |
| PALMER, JAIMIE MICHELLE | CHIEF COMPLIANCE OFFICER | 4930309 |
| YAKO, THOMAS ANTHONY | DIRECTOR | 3002163 |
Regulatory Assets Under Management
Total Number of Accounts
1,765AUM (Assets Under Management)
$1,279,273,513Disclosures
Regulatory Event
5Arbitration
1Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/02/2025 | Cover Page | Report |
| 10/02/2025 | Cover Page | Report |
| 01/06/2025 | Cover Page | Report |
| 01/06/2025 | Cover Page | Report |
Similar Advisors
FALCON WEALTH PLANNING, LLC
OSAIC WEALTH, INC.
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
LPL FINANCIAL LLC
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
FALCON WEALTH PLANNING, LLC
OSAIC WEALTH, INC.
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
LPL FINANCIAL LLC
Primary Firm SEC Registration
MCDONALD MANAGEMENT LLC | THOMAS MCDONALD PARTNERS, LLC | THOMAS MCDONALD & ASSOCIATES LLC | THOMAS MCDONALD & ASSOCIATES | MPCF LLC | MPCF II LLC | MP127 LLC | MP DPI LLC | MCDONALD USAF GP LLC | MCDONALD PARTNERS LLC
State Registrations and Notice Filings
(2/15/2017)
(9/15/2006)
(9/15/2006)
(1/16/2020)
(5/10/2011)
(11/28/2022)
(5/13/2014)
(9/15/2006)
(9/22/2006)
(8/20/2014)
(9/18/2006)
(11/27/2019)
(4/11/2007)
(12/10/2020)
(8/19/2016)
(9/15/2006)
(4/30/2007)
(2/4/2011)
(9/25/2014)
(2/2/2007)
(5/27/2008)
(5/2/2019)
(10/13/2016)
(9/15/2006)
(9/22/2006)
(9/25/2006)
(8/19/2016)
(9/15/2006)
(11/4/2019)
(9/15/2006)
(9/20/2006)
(12/1/2019)
(3/26/2014)
(2/9/2007)
(1/20/2007)
(9/25/2006)
(9/15/2006)
(1/6/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Jan 2023About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jan 2023About the Series 9 examSeries 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Jan 1998SRO Registrations
Similar Advisors
FALCON WEALTH PLANNING, LLC
OSAIC WEALTH, INC.
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
LPL FINANCIAL LLC
CRS (Client Relationship Summary) - RIA
Click below to view Rita Mansour's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Rita Mansour's CRS (Customer Relationship Summary).
Similar Advisors
FALCON WEALTH PLANNING, LLC
OSAIC WEALTH, INC.
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
LPL FINANCIAL LLC
