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DM

David E. Mcclean

LONGSHIP ALTERNATIVE ASSET MANAGEMENT
Locust Valley, NY 11560
Some features on this profile are disabled
CRD#: 1211045
DM

Professional summary


David Edward Mcclean, who also goes by Davide Edward Mcclean, is a registered financial professional currently at LONGSHIP ALTERNATIVE ASSET MANAGEMENT located in Locust Valley, New York and AMERICAN VETERANS GROUP, PBC located in Melville, New York.

David is registered as a RR (Registered Representative) and started their career in finance in 1991. David has worked at 27 firms and has passed the Series 63, Series 79TO, Series 99TO, Series 82TO, Series 6TO, SIE, Series 7, Series 27, Series 24 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Davide Edward Mcclean

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view David Edward Mcclean's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 30, 2018 - Present

LONGSHIP ALTERNATIVE ASSET MANAGEMENT

Office #1: 43 Oyster Bay Road, Locust Valley, NY 11560
BD
CRD#: 126798
Locust Valley, NY
Current

August 5, 2021 - Present

AMERICAN VETERANS GROUP, PBC

Office #1: 324 S. Service Road Suite 107, Melville, NY 11747
BD
CRD#: 291933
Melville, NY
Current

June 15, 2022 - Present

ICON CAPITAL GROUP, LLC

Office #1: 895 Dove Street Suite 300, Newport Beach, CA 92660Office #2: 5 Upper Newport Plaza Suite 200, Newport Beach, CA 92660
BD
CRD#: 4029
Newport Beach, CA
Current

December 23, 2022 - Present

ADVENTIX GLOBAL MARKETS LLC

Office #1: 895 Dove Street Suite 300, Newport Beach, CA 92660Office #2: 150 Motor Parkway 4th Floor, Hauppauge, NY 11788
BD
CRD#: 170640
Newport Beach, CA
Past

June 17, 2022 - April 2, 2024

HALO SECURITIES, LLC

BD
CRD#: 279029
CHICAGO, IL
Past

February 28, 2022 - March 8, 2023

GLOBAL DIGITAL MARKETS

BD
CRD#: 298720
NEWPORT BEACH, CA
Past

October 1, 2020 - April 14, 2023

MCG SECURITIES LLC

BD
CRD#: 163144
WAYNE, PA
Past

June 23, 2015 - January 13, 2017

UCAP AMERICAS

BD
CRD#: 173643
New York, NY
Past

May 4, 2015 - July 6, 2015

LAKE CHAMPLAIN BROKERAGE SERVICES LLC

BD
CRD#: 155962
NEW YORK, NY
Past

August 2, 2011 - February 27, 2015

LAKE CHAMPLAIN BROKERAGE SERVICES LLC

BD
CRD#: 155962
NEW YORK, NY
Past

April 14, 2010 - June 2, 2014

CAPITAL DYNAMICS BROKER DEALER LLC

BD
CRD#: 148780
NEW YORK, NY
Past

September 25, 2009 - December 22, 2010

ROPEMAKER CAPITAL, LLC

BD
CRD#: 149310
NEW YORK, NY
Past

September 22, 2008 - June 9, 2009

AURIGA USA, LLC

BD
CRD#: 121731
NEW YORK, NY
Past

July 18, 2007 - March 30, 2012

KAMSKY SECURITIES, LLC

BD
CRD#: 143106
NEW YORK, NY
Past

December 15, 2006 - May 30, 2008

NANES, DELORME CAPITAL MANAGEMENT LLC

BD
CRD#: 104135
NEW YORK, NY
Past

July 2, 2003 - February 11, 2005

ALADDIN CAPITAL LLC

BD
CRD#: 103766
STAMFORD, CT
Past

May 15, 2003 - July 1, 2003

CDK FINANCIAL SERVICES, LLC

BD
CRD#: 124333
NEW YORK, NY
Past

January 13, 2003 - February 28, 2003

EDGEMONT CAPITAL PARTNERS, L.P.

BD
CRD#: 122572
NEW YORK, NY
Past

April 23, 2002 - July 7, 2003

NANES, DELORME CAPITAL MANAGEMENT LLC

BD
CRD#: 104135
NEW YORK, NY
Past

September 21, 2001 - June 19, 2003

RUTBERG & COMPANY, LLC

BD
CRD#: 113392
SAN FRANCISCO, CA
Past

January 24, 2001 - July 1, 2003

GRAMERCY FINANCIAL SERVICES LLC

BD
CRD#: 104302
GREENWICH, CT
Past

March 24, 2000 - April 24, 2000

FTC SECURITIES, INC.

BD
CRD#: 47201
MIAMI, FL
Past

November 1, 1999 - February 1, 2002

LONGVIEW FINANCIAL GROUP, INC

BD
CRD#: 38286
NEW YORK, NY
Past

April 21, 1999 - July 1, 2003

PACTUAL CAPITAL CORPORATION

BD
CRD#: 34569
NEW YORK, NY
Past

February 18, 1999 - June 16, 1999

LONGVIEW FINANCIAL GROUP, INC

BD
CRD#: 38286
NEW YORK, NY
Past

September 24, 1998 - July 1, 2003

MS GLOBAL FINANCE, LLC

BD
CRD#: 42485
GREENWICH, CT
Past

April 27, 1998 - March 29, 2001

APPLE SECURITIES LLC

BD
CRD#: 44693
NEW YORK, NY
Past

August 28, 1997 - December 15, 1997

TBD CAPITAL MARKETS TRUST

BD
CRD#: 38185
MIAMI, FL
Past

March 6, 1997 - November 10, 1997

IIG HORIZONS SECURITIES, LLC

BD
CRD#: 41549
NEW YORK, NY
Past

February 5, 1996 - January 22, 1997

TBD CAPITAL MARKETS TRUST

BD
CRD#: 38185
MIAMI, FL
Past

January 4, 1994 - March 1, 1995

PACTUAL CAPITAL CORPORATION

BD
CRD#: 34569
NEW YORK, NY
Past

April 23, 1991 - February 2, 1993

VAN ECK SECURITIES CORPORATION

BD
CRD#: 2269
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(12/23/2022)
RR
New York
(10/30/2018)
RR
North Dakota
(10/11/2024)
RR
South Dakota
(7/19/2024)
RR
Texas
(6/15/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 4/15/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 82TO
Date: 1/2/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


AG
ADVENTIX GLOBAL MARKETS LLC
ADVENTIX GLOBAL MARKETS LLC | JACKSON SQUARE PARTNERS | ANGEL ISLAND DEALER SERVICES, LLC | ANGEL ISLAND CAPITAL SERVICES, LLC

CRD#: 170640 / SEC#: , 8-69427

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information


Main Address
150 Motor Parkway 4th Floor, Hauppauge, NY 11788
Mailing Address
150 Motor Parkway 4th Floor, Hauppauge, NY 11788
Phone number
(516) 680-6630
Established
Delaware since 12/26/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
JACKSON SQUARE PARTNERS (FORMER NAME: ARDENT FINANCIAL LIMITED (UNITED KINGDOM)100% OWNER
MCCLEAN, DAVID EDWARDFINOP, CFO, CCO
PERRY, JUSTIN MAXWELLCEO2972607

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.

Company Information


ADVENTIX GLOBAL MARKETS LLC

CRD#: 170640Locust Valley, NY 11560

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