Nathan Russell Wood
Investment Adviser Representative at Mcdonald Partners LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Nathan Russell Wood is an investment adviser representative with Mcdonald Partners LLC in Toledo, OH, where they have been registered since 2022, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California, Missouri, and Ohio.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Missouri, Ohio
- Broker:
13 states and territories
Alabama, California, Colorado, Florida, Georgia, Illinois, Maryland, Michigan, Missouri, New Mexico, Ohio, Pennsylvania, Texas
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.
- McDonald Partners LLCMar 2022 – no end date reportedToledo, OH
- The Old Fort Banking CompanyJul 2018 – Mar 2022Bowling Green, OH
- The Ohio State UniversityJan 2015 – Jul 2018Columbus, OH
- The Ohio State UniversityAug 2014 – May 2018Columbus, 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. Nathan Russell Wood 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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