Patrick Anthony Mcdonough

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1979 → Present
  Self Employed
  South Euclid, OH
• 10/2000 → Present
  Blue Line Financial Cleveland
  Cleveland, OH
• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CO
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

VARIOUS INSURANCE COMPANIES, AGENT OFFERS FIXED INSURANCE; LIFE, HEALTH, ANNUITIES AND LONG TERM CARE; FIREFIGHTERS COMMUNITY CREDIT UNION, INVESTMENT ADVISOR AND MANAGER OF BRANCH; TAX AND RETIREMENT PLANNING, TAX PREPARATION AND TAX PLANNING, SELF EMPLOYED;

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-12-22