Financial ADVSR advisor directory · SEC adviser records
McLean Asset Management Corp. financial advisors in Tysons, VA
Every SEC-registered investment adviser representative at a McLean Asset Management Corp. office in Tysons, A to Z.
The short answer
12 registered advisors work at McLean Asset Management Corp. in Tysons, out of 16 at the firm nationwide; it ranks number 1 in the city by advisors. 9 list the CFP designation and 0 are also registered broker representatives.
McLean Asset Management Corp. advisors in Tysons, A to Z
Every McLean Asset Management Corp. advisor →- Brian M. BassCertified Financial Planner
- Claudia BruceCertified Financial Planner
- Athena ChangCertified Financial Planner
- Robert R. CordeauCertified Financial Planner, Chartered Financial Consultant
- Paula B. FriedmanCertified Financial Planner
- Alejandro MurguiaInvestment adviser rep
- Wade D. PfauChartered Financial Analyst
- Jason V. RizkallahCertified Financial Planner, Chartered Financial Consultant
- Alexander E. ScottCertified Financial Planner, Chartered Financial Consultant
- Nicholas StudebakerInvestment adviser rep
- Dean T. UmemotoCertified Financial Planner, Chartered Financial Consultant
- Jessica N. WunderCertified Financial Planner
McLean Asset Management Corp. advisors in every city and state →McLean Asset Management Corp.: assets, clients and custodians →Advisor Moves: who changed firms this week →
McLean Asset Management Corp. advisors in other cities
Arlington, VA 1Bedford, NH 1Cockeysville, MD 1Mt. Pleasant, SC 1
Other firms in Tysons
All Tysons advisors →Hsbc Securities (USA) Inc. 6Seia 5Variant Private Wealth LLC 4Edelman Financial Engines 3LPL Financial LLC 3
Questions
How many financial advisors does McLean Asset Management Corp. have in Tysons?
12 investment adviser representatives are registered at McLean Asset Management Corp. offices in Tysons, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 16 nationwide. 9 list the CFP designation and 0 are also registered as broker representatives.
Is McLean Asset Management Corp. one of the largest advisor employers in Tysons?
McLean Asset Management Corp. ranks number 1 in Tysons by registered advisors, ahead of Hsbc Securities (USA) Inc. (6).
How do I check a McLean Asset Management Corp. advisor in Tysons?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the McLean Asset Management Corp. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.