Mclean Securities, LLC

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
20
Avg account
$0

Firm details

Headquarters
Mclean, Virginia
CRD number
104117
Registered since
October 27, 2000

Firm profile

FINTRX

Overview

Mclean Securities, LLC is organized as a limited liability company and is classified in the available data as an investment bank. The firm is SEC-registered since 2000 and is identified as having domestic entity and individual ownership. The snapshot information indicates Mclean Securities does not act as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser or pension consultant. There are no disclosed details about fee schedules, advisory activities, or client segments in the provided record, which suggests limited public disclosure of retail advisory operations.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 20
  • Harry Ward

    Harry Ward

    Managing DirectorCRD 5860904

  • Joshua Butler

    Joshua Butler

    DirectorCRD 6353359

  • Brendan Murray

    Brendan Murray

    Investment Banking AnalystCRD 7760641

Unlock 17 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Mclean, VA

Fairfax

Location

Mclean, VA

Headquartered in Mclean, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Fairfax
Address
8260 Greensboro Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth