Unclaimed Profile

Christian A Maclean

MACLEAN CAPITAL ADVISORS, LLC·INDIAN WELLS, California

SIE, Series 7, Series 24, Series 66, Series 99TOCFA25 years registeredMACLEAN CAPITAL ADVISORS, LLC

74900 US HIGHWAY 111, INDIAN WELLS, CA 92210CRD# 4326300Firm CRD# 156978

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christian A Maclean · INDIAN WELLS, CA

Registration

CRD #4326300 · MACLEAN CAPITAL ADVISORS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

MACLEAN CAPITAL ADVISORS, LLC

May 2011 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Feb 2009 – Jul 2011

INDIAN WELLS, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

May 2001 – Feb 2009

INDIAN WELLS, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Series 99TO

Registration record

First registered · May 29, 2001

Years registered · 25

Professional designation · CFA

Disclosure History

2013Customer Dispute·Closed-No Action

2008Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

MACLEAN CAPITAL ADVISORS, LLC

CRD 156978 · SEC 801-121021

AUM

$161M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Christian A Maclean offer?

Christian A Maclean specializes in Financial Planning, Investment Management. Contact their office in INDIAN WELLS, California for a consultation.

What are Christian A Maclean's credentials?

Christian A Maclean holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Christian A Maclean located?

Christian A 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 Christian A Maclean charge for services?

Christian A 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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