Unclaimed Profile

Matthew Ryan Mccleese

TCP ASSET MANAGEMENT, LLC·COLUMBUS, Ohio

SIE, Series 7, Series 9, Series 10, Series 24, Series 26, Series 31, Series 66Clean record17 years registeredTCP ASSET MANAGEMENT, LLC

8415 PULSAR PLACE, COLUMBUS, OH 43240CRD# 5479779Firm CRD# 286037

Profile Verification

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

Identity

Matthew Ryan Mccleese · COLUMBUS, OH

Registration

CRD #5479779 · TCP ASSET MANAGEMENT, LLC · 17 years registered

Brand Profile

Not yet started

Career History

PNC WEALTH MANAGEMENT

Feb 2024 – present

TCP ASSET MANAGEMENT, LLC

Oct 2022 – Mar 2024

COLUMBUS, OH

PRUDENTIAL FINANCIAL PLANNING SERVICES

Feb 2022 – Oct 2022

COLUMBUS, OH

PRUDENTIAL FINANCIAL PLANNING SERVICES

Aug 2019 – Feb 2022

CINCINNATI, OH

ARCADIA FINANCIAL PARTNERS, LLC

Nov 2018 – Aug 2019

PICKERINGTON, OH

EDWARD JONES

Aug 2014 – Nov 2018

NEWARK, OH

PNC INVESTMENTS

Aug 2012 – Sep 2014

COLUMBUS, OH

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Jul 2012

COLUMBUS, OH

MORGAN STANLEY & CO. INCORPORATED

May 2009 – Jun 2009

COLUMBUS, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 26

Series 31

Series 66

Registration record

First registered · May 28, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TCP ASSET MANAGEMENT, LLC

CRD 286037 · SEC 801-108836

AUM

$642M

Regulatory assets under management

Employees

3,634 client accounts

Services offered by TCP ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TCP ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Ryan Mccleese offer?

Matthew Ryan Mccleese specializes in Financial Planning, Investment Management. Contact their office in COLUMBUS, Ohio for a consultation.

What are Matthew Ryan Mccleese's credentials?

Matthew Ryan Mccleese is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Ryan Mccleese located?

Matthew Ryan Mccleese is based in COLUMBUS, Ohio, working with TCP ASSET MANAGEMENT, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.

How does Matthew Ryan Mccleese charge for services?

Matthew Ryan Mccleese's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor's fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TCP ASSET MANAGEMENT, LLC?

TCP ASSET MANAGEMENT, LLC has approximately 35 employees and manages $642M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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