MCLAUGHLIN RYDER INVESTMENTS, INC.
Firm details
- Headquarters
- ALEXANDRIA, Virginia
- CRD number
- 147529
- Registered since
- February 9, 2016
- Website
- www.mclaughlinryder.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.9%
- Individuals13.57%
- Pension & Profit Sharing Plans7.66%
- Charitable Organizations1.7%
- Corporations / Businesses0.18%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mclaughlin Ryder Investments, Inc. operates as an independent broker-dealer that also provides advisory services and insurance brokerage. The firm’s client work concentrates on individuals, families and small institutional relationships, offering financial planning and portfolio management geared toward individuals and small businesses. Its business model leans toward client-directed accounts: the firm acts as both a broker and an adviser, recommending investment solutions while leaving most execution and final decision authority with clients. Investment activity is centered on pooled public vehicles—primarily mutual funds and other public funds—rather than in-house, discretionary strategies. The firm’s advisory capability is flexible in billing (percentage of AUM, hourly and fixed fees), which supports both one-off planning engagements and ongoing portfolio oversight. Mclaughlin Ryder Investments, Inc. is not positioned as an ESG-focused manager and does not operate as a multi-state registered adviser for broad discretionary mandates.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities10%
- Cash & Cash Equivalents5%
Owners & executives
2 of 2Catherine Cucharale
Chief Compliance OfficerCRD 3054881
SHAWN MCLAUGHLIN
President and CEOCRD 1232710
Contacts
3 of 3ILINA STAMOVA
PartnerCRD 5500851
Jacobson Truex
Vice President, Financial AdvisorCRD 6838035
MICHELLE GLICKLIN
Vice President, PrincipalCRD 2613260
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ALEXANDRIA, VA
ALEXANDRIA CITY
Location
ALEXANDRIA, VA
Headquartered in ALEXANDRIA, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- ALEXANDRIA CITY
- Address
- 1421 Prince St
- Time zone
- ET (UTC-5)
- Office locations
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