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Andrew James Stover

Investment Adviser Representative at MCDONALD PARTNERS LLC

Cleveland, OHCRD #1582623Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
25 yrs
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 1/22/1987
Series 79
Investment Banking Registered Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 9/8/2006
Series 7
General Securities Representative Examination
Passed 11/15/1986

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Fixed Income Only - First $500,0001.75%
Fixed Income Only - Next $550,0001.25%
Fixed Income Only - Next $1,000,0001.00%
Fixed Income Only - Above $2,000,0000.75%
Equity/Balanced - First $500,0003.00%
Equity/Balanced - Next $550,0002.50%
Equity/Balanced - Next $1,000,0002.00%
Equity/Balanced - Above $2,000,0001.50%
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Mcdonald Partners LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MCDONALD PARTNERS LLC
2/19/20205/28/2026Cleveland, OH
MORGAN STANLEY SMITH BARNEY LLC
6/1/20094/14/2010Cleveland, OH
CITIGROUP GLOBAL MARKETS INC.
6/19/20016/1/2009Cleveland, OH

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andrew James Stover has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Andrew James Stover - Financial Advisor in Cleveland, OH | AdvisorFinder