MCDONALD INVESTMENTS INC.
CRD #566 SEC #801-11037 CLEVELAND, OH 216-443-2300
SEC Registered Broker-Dealer
Total AUM
$5.7B
Discretionary
$5.1B
Employees
--
Clients
--
Accounts
12,909
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 22, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AUSTIN, DANIEL F. | I | SENIOR MANAGING DIRECTOR | NA | Control |
| AUSTIN, DANIEL F. | I | SENIOR MANAGING DIRECTOR | NA | Control |
| BUNN, THOMAS WARE | I | PRESIDENT | NA | Control |
| BUNN, THOMAS WARE | I | PRESIDENT | NA | Control |
| BUNN, THOMAS WARE | I | PRESIDENT | NA | Control |
| BUONCORE, RICHARD JAMES | I | SENIOR MANAGING DIRECTOR | NA | Control |
| BUONCORE, RICHARD JAMES | I | SENIOR MANAGING DIRECTOR | NA | Control |
| CLUTTERBUCK, ROBERT T. | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DELLA RATTA (JR.), RALPH | I | SENIOR MANAGING DIRECTOR | NA | Control |
| DEMKO, RICHARD S. | I | MANAGING DIRECTOR | NA | Control |
| GOERING, SHELLY ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GOERING, SHELLY ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GOERING, SHELLY ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GORMAN, CHRISTOPHER MARROTT | I | EXECUTIVE VICE PRESIDENT, DIRECTOR | NA | Control |
| GORMAN, CHRISTOPHER MARROTT | I | EXECUTIVE VICE PRESIDENT, DIRECTOR | NA | Control |
| GORMAN, CHRISTOPHER MARROTT | I | EXECUTIVE VICE PRESIDENT, DIRECTOR | NA | Control |
| HEISLER, ROBERT BAUMAN JR | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JAMIESON, PATRICIA J. | I | SENIOR MANAGING DIRECTOR, DIRECTOR | NA | Control |
| JAMIESON, PATRICIA J. | I | SENIOR MANAGING DIRECTOR, DIRECTOR | NA | Control |
| JAMIESON, PATRICIA J. | I | SENIOR MANAGING DIRECTOR, DIRECTOR | NA | Control |
| JAMIESON, PATRICIA JANE | I | SENIOR MANAGING DIRECTOR, DIRECTOR | NA | Control |
| JANES, KAREN A. | I | CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR | NA | Control |
| JONES, ROBERT G. | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JONES, ROBERT G. | I | PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| JONES, ROBERT G. | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LOUTTIT, KATHRYN HALE | I | DIRECTOR, LEGAL COUNSEL | NA | Control |
| MCDONALD, THOMAS M. | I | SENIOR MANAGING DIRECTOR | NA | Control |
| MORAN, ROBERT DOMINIC JR | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MORAN, ROBERT DOMINIC JR | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MORAN, ROBERT DOMINIC JR | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MORAN, ROBERT DOMINIC JR | I | CHIEF FINANCIAL OFFICER | NA | Control |
| PATSEY, KENNETH JAMES | I | MANAGING DIRECTOR | NA | Control |
| PREISER, DOUGLAS WILLIAM | I | SR. MANAGING DIRECTOR, DIRECTOR | NA | Control |
| PREISER, DOUGLAS WILLIAM | I | MANAGING DIRECTOR | NA | Control |
| SCHAFER, DAVID | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SCHAFER, DAVID | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SCHAFER, DAVID | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SCHAFER, DAVID | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SCHLIFER, JOHN LEROY | I | SR. MANAGING DIRECTOR, DIRECTOR | NA | Control |
| SCHLIFER, JOHN LEROY | I | SENIOR MANAGING DIRECTOR | NA | Control |
| SCHLIFER, JOHN LEROY | I | SENIOR MANAGING DIRECTOR | NA | Control |
| SCHLIFER, JOHN LEROY | I | SENIOR MANAGING DIRECTOR | NA | Control |
| SUMMERS, WILLIAM BAYNE JR | I | CHAIRMAN OF THE BOARD | NA | Control |
| SUMMERS, WILLIAM BAYNE JR | I | CHAIRMAN OF THE BOARD | NA | Control |
| SUMMERS, WILLIAM BAYNE JR | I | CHAIRMAN OF THE BOARD | NA | Control |
| SUMMERS, WILLIAM BAYNE JR | I | CHAIRMAN OF THE BOARD | NA | Control |
| KEYCORP | DE | SOLE SHAREHOLDER | E | Control |
| KEYCORP | DE | SOLE SHAREHOLDER | E | Control |
| KEYCORP | DE | SOLE SHAREHOLDER | E | Control |
| KEYCORP | DE | SOLE SHAREHOLDER | E | Control |
Registrations
Federal
IA
Sep 22, 2005 REGISTERED
Notice Filings (47)
AK AL AR CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC NE NH NJ NM NV NY OH OK PA RI SC SD TN TX UT VA VT WA WI WV
Address
MCDONALD INVESTMENTS CENTER800 SUPERIOR AVENUE
CLEVELAND, OH 44114
USA
Phone: 216-443-2300