Patrick Mcdonough
Patrick Mcdonough is a registered investment advisor at Cetera Investment Advisers LLC, based in Cleveland, OH, with 37 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2300 St Clair Ave, Cleveland, OH, 44114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patrick is an insurance agent offering fixed insurance products, including life, health, annuities, and long-term care. He also works as an investment advisor and branch manager for Firefighters Community Credit Union, and is self-employed in tax and retirement planning, including tax preparation.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Intersecurities, INC.Broker
Donahue Securities, INC.Broker
Mw Management CompanyBroker
Wma Securities, INC.Broker
North American Management, INC.Broker
First American National Securities, INC.Broker
State Registrations5 states
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