Peter MacKay is a control person of Broadleaf Partners and directly owns under 5% of it.
Broadleaf Partners is an investment adviser based in Hudson, OH, registered with the SEC since 2010. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $551 million, as filed on 8 June 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7778889
- Firm
- Broadleaf Partners · CRD 137433
- Role
- CCO
- In role since
- July 2023 · 3 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Hudson, OH
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Peter MacKay work?
Peter MacKay has been CCO of Broadleaf Partners, LLC since July 2023, and is a control person of the firm.
How can I verify Peter MacKay’s record?
Peter MacKay’s role is listed on Broadleaf Partners, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 137433.
