Joseph Patrick Stanzi
Investment Adviser Representative at Mcdonald Partners LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joseph Patrick Stanzi is an investment adviser representative with Mcdonald Partners LLC in Kirtland, OH, where they have been registered since 2009. They have worked in the securities industry since 1986 and have been registered with 3 firms, including UBS Financial Services Inc. and Mcdonald Investments Inc. They have passed 8 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Alaska, Ohio, South Carolina, and Texas.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Alaska, Ohio, South Carolina, Texas
- Broker:
16 states and territories
California, Connecticut, Florida, Georgia, Illinois, Indiana, Michigan, Minnesota, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Thomas Mcdonald Partners, LLCJul 2009 – no end date reportedCleveland, OH
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Mcdonald Partners LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Fixed fee
- Firm account minimum
- $25,000 (waivable)
- 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%
+4 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 23
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Cleveland, OH
- SEC file number:
- 801-64294
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 28, 2026
View full firm profileOther advisors at Mcdonald Partners LLC
Showing 12 of 23 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joseph Patrick Stanzi 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.
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