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William Maurice Hegarty

McDonald Partners LLC

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About William Maurice Hegarty

William Maurice Hegarty is a registered representative with McDonald Partners LLC. William has been in the financial industry since 1996 and has worked with firms such as UBS Financial Services Inc. and McDonald Investments Inc. William is registered with the state of Ohio, and Texas. William is also a board member and finance committee member for Fieldstone Farm. McDonald Partners LLC provides financial planning, portfolio management, and selection of other advisers.

Firm Information

William Hegarty 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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William Hegarty’s Registration & Firm History

OH

01/12/2024 - Present

McDonald Partners LLC (CLEVELAND OH)

NJ

02/09/2007 - 07/06/2010

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

OH

09/25/1996 - 02/09/2007

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

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Licenses & Designations

BC

Issued 06/24/1997

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/09/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Maurice Hegarty.
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