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Brette Helbig Maclean

MACLEAN CAPITAL ADVISORS, LLC·INDIAN WELLS, California
SIE, Series 7, Series 66, Series 99TOClean record18 years registeredMACLEAN CAPITAL ADVISORS, LLC
74900 US HIGHWAY 111, INDIAN WELLS, CA 92210CRD# 5470794Firm CRD# 156978

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brette Helbig Maclean · INDIAN WELLS, CA
Registration
CRD #5470794 · MACLEAN CAPITAL ADVISORS, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

MACLEAN CAPITAL ADVISORS, LLC
May 2011 – present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
May 2009 – Jul 2011
INDIAN WELLS, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Apr 2008 – Feb 2009
INDIAN WELLS, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Series 99TO
Registration record
First registered · April 24, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MACLEAN CAPITAL ADVISORS, LLC
CRD 156978 · SEC 801-121021
AUM
$161M
Regulatory assets under management
Employees
3
149 client accounts
Services offered by MACLEAN CAPITAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MACLEAN CAPITAL ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Brette Helbig Maclean offer?
Brette Helbig Maclean specializes in Financial Planning, Investment Management. Contact their office in INDIAN WELLS, California for a consultation.
What are Brette Helbig Maclean's credentials?
Brette Helbig Maclean is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brette Helbig Maclean located?
Brette Helbig Maclean is based in INDIAN WELLS, California, working with MACLEAN CAPITAL ADVISORS, LLC. Their office serves clients in the INDIAN WELLS metropolitan area and surrounding communities.
How does Brette Helbig Maclean charge for services?
Brette Helbig Maclean's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MACLEAN CAPITAL ADVISORS, LLC?
MACLEAN CAPITAL ADVISORS, LLC has approximately 3 employees and manages $161M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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