Laura
Mineo
Mcdonald Partners LLC
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About this Advisor
Laura Mineo is a financial advisor operating out of Cleveland, Ohio with 14 years of relevant experience. Mineo is an advisor for Mcdonald Partners LLC. Over the course of their career, they have held roles at Thomas Mcdonald Partners LLC and Janney Montgomery Scott LLC. Mineo is registered to serve investors in Ohio. Mcdonald Partners LLC is an advisory company that has its headquarters in Cleveland, OH. The firm has offices in four locations and a total of 30 advisors. It manages $1 billion in total assets across its 1,877 accounts, making it one of the bigger firms in the nation by assets under management. The firm serves 14 charitable organizations. Of its 1,877 client accounts, 22% are associated with high-net-worth clients who have at least $1 million in investable assets. The company provides a wide range 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. Fees charged by financial advisors largely vary depending on the type of financial services provided. Fees charged by Mcdonald Partners LLC may include some blend of asset-based, fixed and commission-based fees.
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
Laura Mineo Work History
Laura has been registered as a financial advisor for 14 years.*
Janney Montgomery Scott LLC
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 Laura Mineo 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
Toledo, 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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