Unclaimed Profile

Michael Andrew Mcclary

VALMARK ADVISERS INC·AKRON, Ohio

SIE, Series 7, Series 24, Series 66Clean record22 years registeredVALMARK ADVISERS INC

130 SPRINGSIDE DRIVE, AKRON, OH 44333CRD# 4802823Firm CRD# 108050

Profile Verification

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

Identity

Michael Andrew Mcclary · AKRON, OH

Registration

CRD #4802823 · VALMARK ADVISERS INC · 22 years registered

Brand Profile

Not yet started

Career History

VALMARK ADVISERS, INC.

Dec 2004 – present

VALMARK SECURITIES, INC.

Jun 2004 – present

BOSSHARD INVESTMENT MANAGEMENT CO., LLC

Mar 2015 – Jul 2015

AKRON, OH

BOSSHARD INVESTMENT MANAGEMENT CO., LLC

Apr 2010 – Apr 2014

AKRON, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · June 15, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VALMARK ADVISERS INC

CRD 108050 · SEC 801-55564

AUM

$7.0B

Regulatory assets under management

Employees

260

17,262 client accounts

Services offered by VALMARK ADVISERS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at VALMARK ADVISERS INC →

Introduction

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Frequently Asked Questions

What services does Michael Andrew Mcclary offer?

Michael Andrew Mcclary specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AKRON, Ohio for a consultation.

What are Michael Andrew Mcclary's credentials?

Michael Andrew Mcclary is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Andrew Mcclary located?

Michael Andrew Mcclary is based in AKRON, Ohio, working with VALMARK ADVISERS INC. Their office serves clients in the AKRON metropolitan area and surrounding communities.

How does Michael Andrew Mcclary charge for services?

Michael Andrew Mcclary'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 VALMARK ADVISERS INC?

VALMARK ADVISERS INC has approximately 260 employees and manages $7.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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