RM
Rita Mansour
MCDONALD PARTNERS LLC
Toledo, OH 43604
Some features on this profile are disabled
CRD#: 1968418
RM
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
GREATER TOLEDO COMMUNITY FOUNDATION - GRANTS COMMITTEE (volunteer); ARTS COMMISSION OF GREATER TOLEDO - HONORARY BOARD MEMBER (volunteer); MCCORD PROPERTIES - ACTIVE MEMBER; MANSOUR PROPERTIES - ACTIVE MEMBER; TOLEDO MUSEUM OF ART - BOARD MEMBER (volunteer); OHIO ARTS COUNCIL BOARD - MEMBER; Eden Rock Montenegro LLC (McDonald Partners private fund, investment-related) - Vice President; Signature Investments Montenegro d.o.o - Board Member; Umbrella Capital LLC (Investment-related) - Toledo, OH. LLC was created to make personal venture investments with family member. Start date: 6/25/2020, Number of hours per month: five (5), Number of hours during securities trading hours: zero (0); Ms. Mansour is a licensed insurance agent who sells life and health insurance with various insurance companies and receives standard commissions. She spends 12 hours per week on these activities.
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).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CPWA®
Start date: 2012-06-18
Expire date: 2024-05-31
Experience
Current
September 25, 2006 - Present
MCDONALD PARTNERS LLC
Office #1: One Seagate Suite 1825, Toledo, OH 43604RIA
BD
CRD#: 135414
Toledo, OH
Current
September 15, 2006 - Present
MCDONALD PARTNERS LLC
Office #1: One Seagate Suite 1825, Toledo, OH 43604RIA
BD
CRD#: 135414
Toledo, OH
Past
November 22, 1999 - October 4, 2006
KEYBANC CAPITAL MARKETS INC.
RIA
CRD#: 566
TOLEDO, OH
Past
November 8, 1997 - October 4, 2006
KEYBANC CAPITAL MARKETS INC.
BD
CRD#: 566
TOLEDO, OH
Past
March 8, 1990 - November 14, 1997
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
Past
July 18, 1989 - March 21, 1990
LEHMAN BROTHERS INC.
BD
CRD#: 7506
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MP
MCDONALD PARTNERS LLC
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
CRD#: 135414 / SEC#: 801-64294, 8-66985
RIA
Registered Investment Advisory firm - SEC (5/6/2005 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(2/15/2017)
RR
Arizona(9/15/2006)
RR
California(9/15/2006)
IAR
California(1/16/2020)
RR
Colorado(5/10/2011)
RR
Connecticut(11/28/2022)
RR
District of Columbia(5/13/2014)
RR
Florida(9/15/2006)
RR
Georgia(9/22/2006)
RR
Idaho(8/20/2014)
RR
Illinois(9/18/2006)
RR
Indiana(11/27/2019)
RR
Iowa(4/11/2007)
RR
Maryland(12/10/2020)
RR
Massachusetts(8/19/2016)
RR
Michigan(9/15/2006)
RR
Minnesota(4/30/2007)
RR
Mississippi(2/4/2011)
RR
Missouri(9/25/2014)
RR
Montana(2/2/2007)
RR
New Jersey(5/27/2008)
RR
New Mexico(5/2/2019)
RR
New York(10/13/2016)
RR
North Carolina(9/15/2006)
RR
Ohio(9/22/2006)
IAR
Ohio(9/25/2006)
RR
Oregon(8/19/2016)
RR
Pennsylvania(9/15/2006)
RR
South Carolina(11/4/2019)
RR
Tennessee(9/15/2006)
RR
Texas(9/20/2006)
IAR
Texas(12/1/2019)
RR
Utah(3/26/2014)
RR
Vermont(2/9/2007)
RR
Virginia(1/20/2007)
RR
Washington(9/25/2006)
RR
West Virginia(9/15/2006)
RR
Wyoming(1/6/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 1/29/1998
General Securities Sales Supervisor Examination (Options Module & General Module)SRO Registrations
RR
FINRA
Current Firm
MP
MCDONALD PARTNERS LLC
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
CRD#: 135414 / SEC#: 801-64294, 8-66985
RIA
Registered Investment Advisory firm - SEC (5/6/2005 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1301 East 9th Street Suite 3700, Cleveland, OH 44114
Mailing Address
1301 East 9th Street Suite 3700, Cleveland, OH 44114
Phone number
(216) 912-0567
Established
Ohio since 04/05/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
33
SEC notice filing (42 States and Territories)
FINRA licenses (48 States and Territories)
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 |
| RAFAT NAIN NEMRY | OWNER | |
| HARTZLER, JONATHAN DANIEL | CHIEF COMPLIANCE OFFICER | 5163442 |
| HEGARTY, WILLIAM MAURICE JR | CHIEF INVESTMENT OFFICER | 2784174 |
| MANSOUR, RITA | OWNER | 1968418 |
| MCARDLE, JOHN EDWARD III | OWNER | 5386698 |
| NORTON, TIMOTHY PATRICK | OWNER | 726982 |
Regulatory assets under management
| Total Number of Accounts | 2,024 |
| AUM (Assets Under Management) | $ 1,287,456,830 |
Disclosures
| Regulatory Event | 5 |
| Arbitration | 1 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/02/2025 | ||
| 10/02/2025 | ||
| 01/06/2025 | ||
| 01/06/2025 | ||
| 09/18/2023 | ||
| 09/18/2023 | ||
| 01/04/2023 | ||
| 01/04/2023 |
Red Flags
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.
