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Caroline Elizabeth Wisniewski

McDonald Partners LLC

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About Caroline Elizabeth Wisniewski

Caroline Elizabeth Wisniewski is an experienced financial professional with over 30 years of experience in the financial industry. Caroline currently holds Series 4, 7, 14, 24, 27, 28, 52TO, 53, 79TO, 99TO, and SIE licenses and is registered in several states. Caroline works as a Registered Representative and Financial Advisor for McDonald Partners LLC and BA Securities, LLC.

Firm Information

Caroline Wisniewski is currently registered with McDonald Partners LLC. McDonald Partners LLC is an investment advisory firm based in CLEVELAND, OH. The firm, which was formed in April 2005, provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. They manage approximately $1,115,223,985 in assets for 1,967 clients.
McDonald Partners LLC

1301 EAST 9TH STREET

CLEVELAND, OH 44114

$1.12B

Assets Under Management

20

Total Clients

33

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Caroline Wisniewski’s Registration & Firm History

OH

05/13/2024 - Present

McDonald Partners LLC (CLEVELAND OH)

FL

07/18/2007 - 01/08/2024

BRIDGE CAPITAL ASSOCIATES, INC. (Cape Coral FL)

GA

02/04/2021 - 08/31/2023

ATB CAPITAL MARKETS USA INC. (Norcross GA)

GA

10/28/2009 - 10/01/2018

FIRST BANK PUERTO RICO SECURITIES, CORP. (Lilburn GA)

PR

10/20/2008 - 08/02/2017

PARITER SECURITIES, LLC (GUAYNABO PR)

GA

03/30/2007 - 01/05/2016

MAGNER SECURITIES, LLC (ATLANTA GA)

GA

05/18/2007 - 06/01/2015

VRA PARTNERS, LLC (ATLANTA GA)

NC

06/24/2014 - 07/10/2014

FIRST BALLANTYNE, LLC (CHARLOTTE NC)

PR

04/24/2012 - 10/01/2012

BBVA SECURITIES OF PUERTO RICO, INC. (HATO REY PR)

CA

09/27/2006 - 03/17/2011

STEADFAST CAPITAL MARKETS GROUP, LLC (IRVINE CA)

GA

07/10/2000 - 02/17/2010

JGB INTERNATIONAL, INC. (ATLANTA GA)

FL

11/17/2005 - 05/29/2009

DILWORTH SECURITIES, INC. (PALM HARBOR FL)

GA

04/01/2005 - 05/28/2008

NAVIGANT CAPITAL ADVISORS, LLC (ATLANTA GA)

PR

04/28/2004 - 05/13/2008

TCM CAPITAL, INC. (SAN JUAN PR)

PR

02/10/2005 - 01/29/2007

BBVA SECURITIES OF PUERTO RICO, INC. (HATO REY PR)

SC

10/24/2002 - 04/22/2003

LIVE OAK CAPITAL SECURITIES, INC. (MYRTLE BEACH SC)

GA

05/09/1995 - 10/23/2002

RAIKE FINANCIAL GROUP INC. (WOODSTOCK GA)

GA

07/10/2000 - 03/15/2001

JACKSON SECURITIES INCORPORATED (ATLANTA GA)

GA

10/31/1997 - 11/04/1998

JACKSON SECURITIES INCORPORATED (ATLANTA GA)

NA

12/11/1997 - 04/01/1998

AIBC INVESTMENT SERVICES CORPORATION

FL

08/22/1997 - 09/04/1997

FIRST AMERICAN EQUITIES, INC. (FT LAUDERDALE FL)

NA

03/19/1986 - 11/13/1987

ISFA CORPORATION

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Licenses & Designations

BC

Issued 05/10/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 05/30/2019

Series 27 - Financial and Operations Principal Examination

BC

Issued 03/08/2000

Series 4 - Registered Options Principal Examination

BC

Issued 07/03/1998

Series 53 - Municipal Securities Principal Examination

BC

Issued 05/10/1996

Series 24 - General Securities Principal Examination

BC

Issued 04/19/1995

Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination

BC

Issued 01/05/2024

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/15/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Caroline Elizabeth Wisniewski. Review regulatory record here.
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