Unclaimed Profile

Kyle Alan Meyer

MCLEAN ASSET MANAGEMENT CORPORATION·TYSONS, Virginia

Series 7, Series 8, Series 24, Series 63, Series 65Clean record20 years registeredMCLEAN ASSET MANAGEMENT CORPORATION

1900 GALLOWS ROAD, TYSONS, VA 22182CRD# 1247042Firm CRD# 108067

Profile Verification

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

Identity

Kyle Alan Meyer · TYSONS, VA

Registration

CRD #1247042 · MCLEAN ASSET MANAGEMENT CORPORATION · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MCLEAN ASSET MANAGEMENT CORPORATION

MCLEAN ASSET MANAGEMENT CORP.

May 2009 – Jan 2022

Tysons, VA

MEYER FINANCIAL PLANNING

Dec 2005 – May 2009

BERRYVILLE, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 8

Series 24

Series 63

Series 65

Registration record

First registered · December 16, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MCLEAN ASSET MANAGEMENT CORPORATION

CRD 108067 · SEC 801-55363

AUM

$749M

Regulatory assets under management

Employees

1,380 client accounts

Services offered by MCLEAN ASSET MANAGEMENT CORPORATION

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MCLEAN ASSET MANAGEMENT CORPORATION →

Introduction

Speak with Kyle

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kyle is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in TYSONS?

Browse all registered financial advisors in TYSONS, Virginia or claim this profile if it's yours.

Browse TYSONS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kyle Alan Meyer offer?

Kyle Alan Meyer specializes in Financial Planning, Investment Management, Wealth Management.

What are Kyle Alan Meyer's credentials?

Kyle Alan Meyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kyle Alan Meyer located?

Kyle Alan Meyer is based in TYSONS, Virginia, last registered with MCLEAN ASSET MANAGEMENT CORPORATION.

How does Kyle Alan Meyer charge for services?

Kyle Alan Meyer'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 MCLEAN ASSET MANAGEMENT CORPORATION?

MCLEAN ASSET MANAGEMENT CORPORATION has approximately 26 employees and manages $749M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →