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Client Service Manager · Stegner Investment Associates Inc

Andre L. McLean

CRD 6647416 · Named on Form ADV at one SEC-registered adviser

At a glance

Stegner Investment Associates Inc, an SEC-registered asset manager based in Louisville, KY with $2.8 billion in regulatory assets, lists Andre L. McLean on its Form ADV as Client Service Manager.

Firms and roles

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Andre’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.

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Colleagues named on the same filings (6)

  • Elizabeth S. PeabodyChief Executive Officer/chief Investment Officer, Stegner Investment Associates Inc
  • Ruth W. TrautweinDirector of Portfolio Management, Stegner Investment Associates Inc
  • Douglas D. PeabodyPresident & Chief Operating Officer & Chief Compliance Officer, Stegner Investment Associates Inc
  • Melissa S. VellaSenior Associate, Stegner Investment Associates Inc
  • John EversDirector of Research, Stegner Investment Associates Inc

1 more person named with Andre on the same filings, with titles and firms. Free in Atlas with a free account.

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Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andre’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.