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Thomas Anthony Yako

Investment Adviser Representative at MCDONALD PARTNERS LLC

Cleveland, OHCRD #3002163Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
States Registered
1 states
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Thomas Anthony Yako has worked in the securities industry since 1999. They are registered to provide investment advisory services in Ohio.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Ohio
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/27/2002
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 3/1/2004
Series 7
General Securities Representative Examination
Passed 5/26/1999
Series 24
General Securities Principal Examination
Passed 4/24/2006
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 11/3/2003
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 10/6/2003

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 LLCCurrent
1/4/2006Cleveland, OH
MCDONALD PARTNERS LLCCurrent
1/3/2006Olmsted Falls, OH
MCDONALD INVESTMENTS INC.
7/19/19991/3/2006Cleveland, 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. Thomas Anthony Yako 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.

Thomas Anthony Yako - Financial Advisor in Cleveland, OH | AdvisorFinder