Patrick S. Mcdonald
Professional summary
Patrick Steven Mcdonald, CFP® is a registered financial advisor currently at MANHATTAN WEST ASSET MANAGEMENT, LLC located in Los Angeles, California.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Patrick has worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Steven Mcdonald's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2018
Experience
March 22, 2023 - Present
MANHATTAN WEST ASSET MANAGEMENT, LLC
Office #1: 1999 Avenue Of The Stars Suite 2500, Los Angeles, CA 90067November 3, 2020 - March 16, 2023
MAI CAPITAL MANAGEMENT, LLC
February 26, 2016 - August 11, 2020
GOLDMAN SACHS WEALTH SERVICES, L.P.
October 13, 2015 - August 11, 2020
MERCER ALLIED COMPANY, L.P.
Primary Firm SEC Registration
MANHATTAN WEST ASSET MANAGEMENT, LLC
CRD#: 283630 / SEC#: 801-107862
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/22/2023)
Exams
Series 7TO
Date: 12/12/2022
General Securities Representative ExaminationCurrent Firm
MANHATTAN WEST ASSET MANAGEMENT, LLC
CRD#: 283630 / SEC#: 801-107862
Contact information
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 384 |
| AUM (Assets Under Management) | $ 1,011,698,480 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/23/2025 | ||
| 12/20/2024 | ||
| 10/27/2023 | ||
| 01/20/2023 |
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.
