JM
John E. Mcardle
MCDONALD PARTNERS LLC
Ann Arbor, MI
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CRD#: 5386698
JM
Professional summary
John Edward Mcardle III, who also goes by Trey Edward Mcardle, is a registered financial advisor currently at MCDONALD PARTNERS LLC located in Ann Arbor, Michigan.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. John has worked at 2 firms and has passed the Series 66, Series 79TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Trey Edward Mcardle
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.
Ski Instructor at Mt. Brighton Ski & Ride School (4141 Bauer Road, Brighton, MI 48116), non investment-related, 20 hrs per week (primarily weekends and holidays); Kasota Sports LLC (sole-proprietorship), hourly sports lessons, non-investment related, 10-15 hrs per week; Clear Lake Marina (6320 N 700 East, Fremont, IN 46737), non-investment-related, 30 hrs per week.
CRS (Client Relationship Summary) - RIA
Click below to view John Edward Mcardle III's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view John Edward Mcardle III'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
January 8, 2010 - Present
MCDONALD PARTNERS LLC
Office #2: One Seagate Suite 1825, Toledo, OH 43604RIA
BD
CRD#: 135414
Ann Arbor, MI
Current
January 8, 2010 - Present
MCDONALD PARTNERS LLC
Office #1: One Seagate Suite 1825, Toledo, OH 43604RIA
BD
CRD#: 135414
Toledo, OH
Past
January 17, 2008 - December 8, 2008
MCDONALD PARTNERS LLC
BD
CRD#: 135414
MAUMEE, OH
Past
October 12, 2007 - January 16, 2008
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
BD
CRD#: 13609
ANN ARBOR, MI
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
Florida(1/8/2010)
RR
Ohio(1/8/2010)
IAR
Ohio(1/8/2010)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral 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.
