Mclean Asset Management Corp.

Mclean Asset Management Corp. (CRD# 108067) is a financial advisory firm headquartered in Tysons, VA. They manage $844,361,971 in 1,929 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    844
    MILLION
  • Total Number of Accounts
    1,929
    ACCOUNTS
  • Average Account Value
    $437,720
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, NC, NH, NY, OH, PA, TX, VA, WA

Financial Advisors at Mclean Asset Management Corp.
Showing 1 - 10 of 19 top financial advisors.
1
Brian M. Bass
CRD#: 6319726
1900 Gallows Road, Suite 350, Tysons, VA 22182

Brian Bass (CRD# 6319726) is an Investment Advisor Representative working at Mclean Asset Management Corp. in Tysons, VA and has over 7 years of experience in the finance industry. Brian Bass has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Athena Chang
CRD#: 4792507
1900 Gallows Road, Suite 350, Tysons, VA 22182

Athena Chang (CRD# 4792507) is an Investment Advisor Representative working at Mclean Asset Management Corp. in Tysons, VA and has over 18 years of experience in the finance industry. Athena Chang has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Robert R. Cordeau
CRD#: 3007592
264 South River Road, Bedford, NH 03110

Robert Cordeau (CRD# 3007592) is an Investment Advisor Representative working at Mclean Asset Management Corp. in Bedford, NH and has over 23 years of experience in the finance industry. Robert Cordeau has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jason P. Dye
CRD#: 4984178
1900 Gallows Road, Suite 350, Tysons, VA 22182

Jason Dye (CRD# 4984178) is an Investment Advisor Representative working at Mclean Asset Management Corp. in Tysons, VA and has over 13 years of experience in the finance industry. Jason Dye has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Robert T. French
CRD#: 5238727
1900 Gallows Road, Suite 350, Tysons, VA 22182

Robert French (CRD# 5238727) is an Investment Advisor Representative working at Mclean Asset Management Corp. in Tysons, VA and has over 14 years of experience in the finance industry.

6
Paula B. Friedman
CRD#: 5439229
1900 Gallows Road, Suite 350, Tysons, VA 22182

Paula Friedman (CRD# 5439229) is an Investment Advisor Representative working at Mclean Asset Management Corp. in Tysons, VA and has over 13 years of experience in the finance industry. Paula Friedman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Alana Light
CRD#: 5778825
1900 Gallows Road, Suite 350, Tysons, VA 22182

Alana Light (CRD# 5778825) is an Investment Advisor Representative working at Mclean Asset Management Corp. in Tysons, VA and has over 10 years of experience in the finance industry. Alana Light has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Christian N. Litscher
CRD#: 6743248
1900 Gallows Road, Suite 350, Tysons, VA 22182

Christian Litscher (CRD# 6743248) is an Investment Advisor Representative working at Mclean Asset Management Corp. in Tysons, VA and has over 4 years of experience in the finance industry. Christian Litscher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Kyle A. Meyer
CRD#: 1247042
1900 Gallows Road, Suite 350, Tysons, VA 22182

Kyle Meyer (CRD# 1247042) is an Investment Advisor Representative working at Mclean Asset Management Corp. in Tysons, VA and has over 35 years of experience in the finance industry. Kyle Meyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Alejandro Murguia
CRD#: 4773144
1900 Gallows Road, Suite 350, Tysons, VA 22182

Alejandro Murguia (CRD# 4773144) is an Investment Advisor Representative working at Mclean Asset Management Corp. in Tysons, VA and has over 18 years of experience in the finance industry.

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