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Dylan Ray Casler

Mcdonald Partners LLC

Cleveland, OH

Cleveland, OH

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Current Employers
Mcdonald Partners Llc

1301 East 9Th Street Suite 3700, Cleveland, OH 44114 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-07-17
  • OH RA
    APPROVED
    Since 2026-07-17

Branch Locations

1301 East 9Th Street Suite 3700, Cleveland, OH 44114 • USA

1301 East 9Th Street Suite 3700, Cleveland, OH 44114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lineweaver Wealth Advisors, Llc Valley View OH 05/2022 06/2023
Lineweaver Wealth Advisors, Llc Valley View OH 11/2022 06/2023
Lineweaver Wealth Advisors, Llc Valley View OH 06/2021 05/2022
Walmart Canton OH 06/2020 10/2020
Full Time Student Canton OH 11/2012 05/2022
Lineweaver Financial Group, Inc. Valley View OH 06/2021 06/2023
Mai Capital Management Llc Cleveland OH 06/2023 06/2026
Mcdonald Partners, Llc Cleveland OH 06/2026 Present
  • 05/2022 → 06/2023
    Lineweaver Wealth Advisors, Llc
    Valley View, OH
  • 11/2022 → 06/2023
    Lineweaver Wealth Advisors, Llc
    Valley View, OH
  • 06/2021 → 05/2022
    Lineweaver Wealth Advisors, Llc
    Valley View, OH
  • 06/2020 → 10/2020
    Walmart
    Canton, OH
  • 11/2012 → 05/2022
    Full Time Student
    Canton, OH
  • 06/2021 → 06/2023
    Lineweaver Financial Group, Inc.
    Valley View, OH
  • 06/2023 → 06/2026
    Mai Capital Management Llc
    Cleveland, OH
  • 06/2026 → Present
    Mcdonald Partners, Llc
    Cleveland, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-07
  • S65 Uniform Investment Adviser Law Examination
    2022-10-07

View on SEC IAPD

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