Mclean Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Mclean, Virginia
CRD number
104117
Registered since
October 27, 2000

Firm profile

FINTRX

Overview

Mclean Securities, LLC is organized as a limited liability company and is categorized in the FINTRX snapshot as operating in the investment banking space. The firm’s ownership is noted as a mix of a domestic entity and an individual. The snapshot lists several service characteristics as negative flags — it is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. Public filings and the FINTRX summary do not provide detail on the firm’s advisory or transactional activities, fee schedules, or client segments. That limits the ability to profile its product offering or target client types beyond the investment bank classification.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 13
  • Colvin Matheson

    Colvin Matheson

    Founder & Managing DirectorCRD 2588187

  • Paul Klick

    Paul Klick

    Senior Managing DirectorCRD 2778088

  • Andrew Smith

    Andrew Smith

    Managing DirectorCRD 4594871

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Mclean, VA

Fairfax

Location

Mclean, VA

Headquartered in Mclean, 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
Fairfax
Address
8260 Greensboro Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth