Heidi Lynn Vickers
Professional Summary
Heidi Lynn Vickers, who also goes by Heidi Lynn Smith, is a registered financial advisor currently at MCDONALD PARTNERS LLC located in Toledo, Ohio. Heidi is registered as a RR (Registered Representative) and started their career in finance in 2002. Heidi has worked at 5 firms and has passed the SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Heidi Lynn Smith
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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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.
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Years of Experience
24 years in the financial services industry
Current & Past Employments
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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 |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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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
(2/10/2012)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Heidi Lynn Vickers's CRS (Customer Relationship Summary).
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