Unclaimed Profile

Mark David Miclean

INVESTMENT ADVISORY PROFESSIONALS LLC·BOCA RATON, Florida

Series 65Clean record25 years registeredINVESTMENT ADVISORY PROFESSIONALS LLC

400 S DIXIE HWY, BOCA RATON, FL 33432CRD# 4554351Firm CRD# 108038

Profile Verification

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

Identity

Mark David Miclean · BOCA RATON, FL

Registration

CRD #4554351 · INVESTMENT ADVISORY PROFESSIONALS LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: INVESTMENT ADVISORY PROFESSIONALS LLC

BOCA WEALTH ADVISORS

Sep 2000 – Jan 2026

WEST PALM BEACH, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 21, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INVESTMENT ADVISORY PROFESSIONALS LLC

CRD 108038 · SEC 801-56858

AUM

$348M

Regulatory assets under management

Employees

497 client accounts

Services offered by INVESTMENT ADVISORY PROFESSIONALS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INVESTMENT ADVISORY PROFESSIONALS LLC →

Introduction

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Frequently Asked Questions

What services does Mark David Miclean offer?

Mark David Miclean specializes in Financial Planning, Investment Management.

What are Mark David Miclean's credentials?

Mark David Miclean is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark David Miclean located?

Mark David Miclean is based in BOCA RATON, Florida, last registered with INVESTMENT ADVISORY PROFESSIONALS LLC.

How does Mark David Miclean charge for services?

Mark David Miclean's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INVESTMENT ADVISORY PROFESSIONALS LLC?

INVESTMENT ADVISORY PROFESSIONALS LLC has approximately 3 employees and manages $348M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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