Unclaimed Profile

Wade Donald Pfau

MCLEAN ASSET MANAGEMENT CORPORATION·TYSONS, Virginia

Clean record12 years registeredMCLEAN ASSET MANAGEMENT CORPORATION

1900 GALLOWS ROAD, TYSONS, VA 22182CRD# 6344036Firm CRD# 108067

Profile Verification

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

Identity

Wade Donald Pfau · TYSONS, VA

Registration

CRD #6344036 · MCLEAN ASSET MANAGEMENT CORPORATION · 12 years registered

Brand Profile

Not yet started

Career History

RETIREMENT RESEARCHER, LLC

Sep 2020 – present

MCLEAN ASSET MANAGEMENT CORP.

Jul 2014 – present

RETIREMENT RESEARCHER, LLC

Sep 2018 – Dec 2018

HAVERFORD, PA

Registrations & Exams

Registration record

First registered · July 1, 2014

Years registered · 12

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

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Frequently Asked Questions

What services does Wade Donald Pfau offer?

Wade Donald Pfau specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TYSONS, Virginia for a consultation.

What are Wade Donald Pfau's credentials?

Wade Donald Pfau is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wade Donald Pfau located?

Wade Donald Pfau is based in TYSONS, Virginia, working with MCLEAN ASSET MANAGEMENT CORPORATION. Their office serves clients in the TYSONS metropolitan area and surrounding communities.

How does Wade Donald Pfau charge for services?

Wade Donald Pfau'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.

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