TS
Ted R. Stone
MCDONALD PARTNERS LLC
Fort Myers, FL
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CRD#: 2485507
TS
Professional summary
Ted Richard Stone is a registered financial advisor currently at MCDONALD PARTNERS LLC located in Fort Myers, Florida.
Ted is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Ted has worked at 7 firms and has passed the Series 63, Series 65, SIE and Series 7 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.
Farwell Lake Riparian Association (non-profit; non-compensated) - Vice President; Mr. Stone is a licensed insurance agent who sells life and health insurance with various insurance companies and receives standard commissions. He spends 2 hours per month on these activities.
CRS (Client Relationship Summary) - RIA
Click below to view Ted Richard Stone's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Ted Richard Stone'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®
NoneExperience
Current
September 2, 2011 - Present
MCDONALD PARTNERS LLC
RIA
BD
CRD#: 135414
Fort Myers, FL
Current
December 16, 2011 - Present
MCDONALD PARTNERS LLC
Office #1: 1301 East 9th Street Suite 3700, Cleveland, OH 44114Office #2: 1301 East 9th Street Suite 3700, Cleveland, OH 44114RIA
BD
CRD#: 135414
Cleveland, OH
Past
March 30, 2006 - August 1, 2007
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
MONROEVILLE, PA
Past
May 16, 2001 - December 31, 2001
NATCITY INSURANCE SERVICES, INC.
BD
CRD#: 16989
CLEVELAND, OH
Past
May 16, 2001 - July 14, 2004
NATCITY INVESTMENTS, INC.
BD
CRD#: 17490
CLEVELAND, OH
Past
May 14, 1999 - September 27, 2000
KEYBANC CAPITAL MARKETS INC.
BD
CRD#: 566
CLEVELAND, OH
Past
March 3, 1995 - May 14, 1999
KEY INVESTMENTS INC.
BD
CRD#: 15873
CLEVELAND, OH
Past
June 29, 1994 - March 3, 1995
SOCIETY INVESTMENTS, INC.
BD
CRD#: 17656
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(7/13/2017)
RR
California(9/9/2024)
IAR
California(9/9/2024)
RR
Colorado(1/3/2013)
RR
Florida(2/3/2012)
IAR
Florida(2/13/2023)
RR
Georgia(4/13/2023)
RR
Illinois(5/2/2016)
RR
Maryland(3/11/2014)
RR
Michigan(2/10/2012)
RR
Missouri(9/12/2024)
IAR
Missouri(9/12/2024)
RR
New Mexico(10/26/2023)
RR
New York(7/2/2024)
IAR
New York(7/2/2024)
RR
North Carolina(7/2/2024)
IAR
North Carolina(7/2/2024)
IAR
Ohio(9/2/2011)
RR
Ohio(2/3/2012)
RR
Pennsylvania(4/16/2012)
RR
Tennessee(11/7/2024)
IAR
Texas(10/12/2011)
RR
Texas(2/10/2012)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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)
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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.
