Joseph
Stanzi
Mcdonald Partners LLC
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About this Advisor
Joseph Stanzi is a financial advisor based out of Cleveland, Ohio with a total of 14 years of industry experience. Stanzi is an advisor for Mcdonald Partners LLC. They have spent their entire time as a financial advisor at Mcdonald Partners Llc. Stanzi has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California, Ohio and Texas. Mcdonald Partners LLC is a registered investment firm headquartered in Cleveland, OH. The firm has offices in four locations and a total of 30 financial advisors. It administers $1 billion in assets between its 1,877 customer accounts, placing it among the larger investment advisory firms in the nation by assets under management. The firm provides services to 14 charities and foundations. Of its 1,877 client accounts, 22% belong to high-net-worth investors who have at least $1 million in investable assets. Mcdonald Partners LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically depend on the type of services provided. However, fees charged by Mcdonald Partners LLC likely are comprised of some combination of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mcdonald Partners LLC Brokerage Details
$1,088,900,270
30
1,877
$580,128
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Joseph Stanzi Work History
Joseph has been registered as a financial advisor for 14 years.*
Thomas Mcdonald Partners, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Stanzi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mcdonald Partners LLC
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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