Advisor · McClarren Financial Advisors
Alexis N. Cunningham
CRD 7391109 · Named on Form ADV at one SEC-registered adviser
At a glance
McClarren Financial Advisors, an SEC-registered wealth manager based in State College, PA with $453 million in regulatory assets, lists Alexis N. Cunningham on its Form ADV as Advisor.
Firms and roles
- McClarren Financial AdvisorsAdvisorWealth manager · State College, PA · $453M in regulatory assets
AtlasMembers
Alexis’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- Locked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Gregory A. ReederPresident / Financial Advisor, McClarren Financial Advisors
- Jennifer M. AndersonCFO / Chief Compliance Officer / COO, McClarren Financial Advisors
- Brandon K. RedmondVice President / Advisor, McClarren Financial Advisors
- Joshua K. PurdyAdvisor, McClarren Financial Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alexis’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.