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Shawn Mclaughlin

42 Years of Experience
Alexandria, VA
2 DisclosuresBroker

Shawn Mclaughlin is a registered investment advisor at Mclaughlin Ryder Investments, INC., based in Alexandria, VA, with 42 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 503 clients with $520M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
503 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$522.1M

Fee Structure

McLaughlin Ryder Investments (MRI) offers several different bundled fee programs with different investment options and fee structures. The fees are calculated as a percentage of the value of your investments. Some fees are negotiable. More details are available in the Wrap Fee Brochure.

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Location

1421 Prince Street, Suite 200, Alexandria, VA, 22314

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2003
Denied
Customer Dispute
June 2002
Settled
Other Business Activities

Shawn is a director at Burke & Herbert Bank & Trust Co., owner/president of The McLaughlin Companies, LLC, owner of Union Street Partners, LLC, and owner/CEO of Management Solutions Plus, Inc. These activities involve community banking, a holding company, an investment company, and association management, respectively.

Employment History
Current Registrations
Mclaughlin Ryder Investments, INC.
February 2016 - Present · 10 yrs 3 mos
Mclaughlin Ryder Investments, INC.Broker
October 2010 - Present · 15 yrs 7 mos
Previous Registrations
Mclaughlin Ryder Advisory Services, LLC
July 2011 - February 2016 · 4 yrs 7 mos
Coburn & Meredith, INC.
January 2008 - May 2011 · 3 yrs 4 mos
Coburn & Meredith, INC.Broker
November 2003 - May 2011 · 7 yrs 6 mos
Legg Mason Wood Walker INC
May 1998 - November 2003 · 5 yrs 6 mos
Legg Mason Wood Walker, IncorporatedBroker
November 1987 - November 2003 · 16 yrs
Legg Mason Masten INC.Broker
October 1987 - November 1987 · 1 mo
Legg Mason Wood Walker, IncorporatedBroker
January 1984 - October 1987 · 3 yrs 9 mos
State Registrations31 states
ALAZCACOCTDCDEFLGAIAILINKSKYLAMAMDMTNCNJNMNVNYOHOKPATNTXVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.