Richard D. Mckean
Professional summary
Richard Donald Mckean is a registered financial advisor currently at BLUE ELM ADVISORS located in Holmes, New York.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Richard has worked at 2 firms and has passed the Series 65 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Richard Donald Mckean's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 12, 2022 - Present
BLUE ELM ADVISORS
Office #1: 63 South White Rock Rd, Holmes, NY 12531November 10, 1982 - January 9, 1984
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/24/2025)
(9/12/2022)
Exams
Current Firm
BLUE ELM ADVISORS
CRD#: 318686 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 34 |
| AUM (Assets Under Management) | $ 4,161,507 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
