Mcdonald Partners LLC

There are Recent Customer Complaints with Broker Rita Mansour in Firm Mcdonald Partners LLC

October 16, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Rita Mansour (Mansour), currently associated with Mcdonald Partners LLC, has at least one disclosable event. These events include one customer complaint, alleging that Mansour recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $345,000.00 on May 14, 2025.

Client alleges that RR recommended unsuitable investments, made misrepresentations, and did not accurately disclose all material facts, in connection with the Claimant’s 2013 investment in a private offering of securities and 2020 investment in a high-yield debt instrument.

Broker Todd Kalish in Mcdonald Partners LLC Firm Has Customer Complaint

September 16, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Todd Kalish (Kalish), previously associated with Mcdonald Partners LLC, has at least one disclosable event. These events include one customer complaint, alleging that Kalish recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a settled customer complaint with a damage request of $75,000.00 on March 09, 2023.

This claim pertains to the Claimant’s purchase of GWG L-bonds on 3/27/2019. Claimant alleges, among other things, misrepresentation and omission of material information by the RR and unsuitable investment recommendation by the RR.

Broker Arnold Mcdonald in Mcdonald Partners LLC Firm Has Customer Complaint

June 1, 2025 | by Staff Attorney

Currently financial advisor Arnold Mcdonald (Mcdonald), currently employed by brokerage firm Mcdonald Partners LLC has been subject to at least one disclosable event. These events include one customer complaint. According to a BrokerCheck reports most of the recent customer complaints concern either corporate debt securities or alternative investments such as direct participation products (DPPs) like business development companies (BDCs), non-traded real estate investment trusts (REITs), oil & gas programs, annuities, and private placements. The attorneys at Gana Weinstein LLP have represented hundreds of investors who suffered losses caused by these types of high risk, low reward products.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $425,900.00 on February 21, 2024.

Alleged failure to conduct due diligence on a private placement and unsuitability.

There are Recent Customer Complaints with Broker Thomas Mcdonald in Firm Mcdonald Partners LLC

June 1, 2025 | by Staff Attorney

Previously financial advisor Thomas Mcdonald (Mcdonald), previously employed by brokerage firm Mcdonald Partners LLC has been subject to at least one disclosable event. These events include one customer complaint. According to a BrokerCheck reports most of the recent customer complaints concern either corporate debt securities or alternative investments such as direct participation products (DPPs) like business development companies (BDCs), non-traded real estate investment trusts (REITs), oil & gas programs, annuities, and private placements. The attorneys at Gana Weinstein LLP have represented hundreds of investors who suffered losses caused by these types of high risk, low reward products.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $425,900.00 on February 21, 2024.

Alleged failure to conduct due diligence on a private placement and unsuitability.

Broker Matthew Norton in Mcdonald Partners LLC Firm Has Customer Complaint

May 28, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Matthew Norton (Norton), currently associated with Mcdonald Partners LLC, has at least one disclosable event. These events include one customer complaint, alleging that Norton recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a settled customer complaint with a damage request of $99,000.00 on March 12, 2024.

Claimant alleges that RR recommended an unsuitable investment in an offering of corporate bonds in 2020 and that reasonable due diligence was not conducted prior to making the offering. Claimant further alleges RR did not disclose, and did not accurately disclose, all material facts in connection with Claimant’s investment in the offering, and that certain guarantees of performance were made.

Broker Rita Mansour in Mcdonald Partners LLC Firm Has Customer Complaint

May 12, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Rita Mansour (Mansour), currently associated with Mcdonald Partners LLC, has at least 2 disclosable events. These events include 2 customer complaints, alleging that Mansour recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a settled customer complaint with a damage request of $100,000.00 on April 03, 2024.

Claimant alleges that RR did not diversify his account, recommended unsuitable investments, and did not accurately disclose information regarding recommended investments.