Mclean Securities, LLC

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
20
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Mclean Securities, LLC is registered with the SEC and organized as a limited liability company. The firm is classified as an investment bank and is owned by a domestic entity/individual. It does not present itself as a capital allocator or an active ESG investor, and it is not designated as a multi-state adviser or a pension consultant. The snapshot does not include detail on the firm’s advisory offerings, fee model, or client segmentation.

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 20
  • John Pollock

    John Pollock

    Managing DirectorCRD 2273822

  • Colvin Matheson

    Colvin Matheson

    Founder & Managing DirectorCRD 2588187

  • Paul Klick

    Paul Klick

    Senior Managing DirectorCRD 2778088

Unlock 17 more contacts

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