David Edward Mcclean
Professional Summary
David Edward Mcclean, who also goes by Davide Edward Mcclean, is a registered financial advisor currently at LONGSHIP ALTERNATIVE ASSET MANAGEMENT located in Locust Valley, New York and ICON CAPITAL GROUP, LLC located in Newport Beach, California. 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...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Davide Edward Mcclean
Similar Advisors
PARK AVENUE SECURITIES LLC
UBS FINANCIAL SERVICES INC.
RGA INVESTMENT ADVISORS, LLC
AIMCDONNAUGH & CO. INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
PARK AVENUE SECURITIES LLC
UBS FINANCIAL SERVICES INC.
RGA INVESTMENT ADVISORS, LLC
AIMCDONNAUGH & CO. INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
PARK AVENUE SECURITIES LLC
UBS FINANCIAL SERVICES INC.
RGA INVESTMENT ADVISORS, LLC
AIMCDONNAUGH & CO. INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
PARK AVENUE SECURITIES LLC
UBS FINANCIAL SERVICES INC.
RGA INVESTMENT ADVISORS, LLC
AIMCDONNAUGH & CO. INC.
Years of Experience
37 years in the financial services industry
Current & Past Employments
Similar Advisors
PARK AVENUE SECURITIES LLC
UBS FINANCIAL SERVICES INC.
RGA INVESTMENT ADVISORS, LLC
AIMCDONNAUGH & CO. INC.
Current Firm
ADVENTIX GLOBAL MARKETS LLC | JACKSON SQUARE PARTNERS | ANGEL ISLAND DEALER SERVICES, LLC | ANGEL ISLAND CAPITAL SERVICES, LLC
Contact Information
Main Address
150 Motor Parkway 4th Floor, Hauppauge, NY 11788Mailing Address
150 Motor Parkway 4th Floor, Hauppauge, NY 11788Phone Number
(516) 680-6630Established
Delaware since 12/26/2013Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (3 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| JACKSON SQUARE PARTNERS (UK) (FORMER NAME: ARDENT FINANCIAL LIMITED (UK) | 100% OWNER | — |
| MCCLEAN, DAVID EDWARD | FINOP, CFO, CCO | — |
| PERRY, JUSTIN MAXWELL | CEO | 2972607 |
Similar Advisors
PARK AVENUE SECURITIES LLC
UBS FINANCIAL SERVICES INC.
RGA INVESTMENT ADVISORS, LLC
AIMCDONNAUGH & CO. INC.
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.
Similar Advisors
PARK AVENUE SECURITIES LLC
UBS FINANCIAL SERVICES INC.
RGA INVESTMENT ADVISORS, LLC
AIMCDONNAUGH & CO. INC.
State Registrations and Notice Filings
(12/23/2022)
(10/30/2018)
(10/11/2024)
(7/19/2024)
(6/15/2022)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 82TO — Limited Representative-Private Securities Offerings
Passed Jan 2023About the Series 82TO examSeries 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 2023About the Series 6TO examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jun 1991About the Series 26 examSRO Registrations
Similar Advisors
PARK AVENUE SECURITIES LLC
UBS FINANCIAL SERVICES INC.
RGA INVESTMENT ADVISORS, LLC
AIMCDONNAUGH & CO. INC.
CRS (Client Relationship Summary) - BD
Click below to view David Edward Mcclean's CRS (Customer Relationship Summary).
Similar Advisors
PARK AVENUE SECURITIES LLC
UBS FINANCIAL SERVICES INC.
RGA INVESTMENT ADVISORS, LLC
AIMCDONNAUGH & CO. INC.
