Marc Mclean is a CFP-designated registered investment advisor, based in Mentor, OH, with 15 years of industry experience.
Location
9356 Ivan Court, Mentor, OH, 44060
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Marc is the president of McLean Financial Planning & Investment Management, Inc., a registered investment advisor, spending nearly full-time on this. He also serves as president of McLean Strategic Investments, sourcing and selling private investment offerings, taking about half of his time, and president of ESD Technologies, Inc., developing and licensing software technology, dedicating a few hours per week.
Employment History
Current Registrations
Stonehaven, LLC
Stonehaven, LLCBroker
Mclean Financial Planning and Investment Management
Previous Registrations
Rm Investment Management INC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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