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Matthew David Maclean

ROSSMORE PRIVATE CAPITAL, LLC·GLASTONBURY, Connecticut
Clean recordROSSMORE PRIVATE CAPITAL, LLC
628 HEBRON AVENUE, GLASTONBURY, CT 06033CRD# 5515068Firm CRD# 288453

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew David Maclean · GLASTONBURY, CT
Registration
CRD #5515068 · ROSSMORE PRIVATE CAPITAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Matthew David Maclean is a registered financial advisor based in GLASTONBURY, Connecticut, affiliated with ROSSMORE PRIVATE CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ROSSMORE PRIVATE CAPITAL, LLC
ROSSMORE PRIVATE CAPITAL, LLC
AUM
$1.1B
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at ROSSMORE PRIVATE CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: FEES FOR TRUSTEE SERVICES (A PERCENTAGE OF ASSETS UNDER TRUST)
Regulatory
SEC/IARD CRD# 5515068
Firm CRD# 288453
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew David Maclean offer?
Matthew David Maclean specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GLASTONBURY, Connecticut for a consultation.
What are Matthew David Maclean's credentials?
Matthew David Maclean is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew David Maclean located?
Matthew David Maclean is based in GLASTONBURY, Connecticut, working with ROSSMORE PRIVATE CAPITAL, LLC. Their office serves clients in the GLASTONBURY metropolitan area and surrounding communities.
How does Matthew David Maclean charge for services?
Matthew David Maclean's firm is compensated through percentage of aum, subscription fees, other: fees for trustee services (a percentage of assets under trust). Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROSSMORE PRIVATE CAPITAL, LLC?
ROSSMORE PRIVATE CAPITAL, LLC has approximately 9 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ROSSMORE PRIVATE CAPITAL, LLC

Brian Joseph Sheehan
GLASTONBURY, CT
Andrew Guy Baldassarre
GLASTONBURY, CT
Alejandro Alfonso Gomez
GLASTONBURY, CT

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Research
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