AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
PK

Paul S. Klick

MCLEAN SECURITIES
Mclean, VA 22102
Some features on this profile are disabled
CRD#: 2778088
PK

Professional summary

Paul Stanley Klick IV, who also goes by Paul Stanley Klick, is a registered financial professional currently at MCLEAN SECURITIES, LLC located in Mclean, Virginia.

Paul is registered as a RR (Registered Representative) and started their career in finance in 1996. Paul has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Paul Stanley Klick

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 Paul Stanley Klick IV's 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

November 26, 2018 - Present

MCLEAN SECURITIES, LLC

Office #1: 8260 Greensboro Drive Suite 350, Mclean, VA 22102Office #2: 8260 Greensboro Drive Suite 350, Mclean, VA 22102
BD
CRD#: 104117
Mclean, VA
Past

April 27, 2015 - November 28, 2018

EVERGREEN ADVISORS CAPITAL, LLC

BD
CRD#: 165072
McLean, VA
Past

August 14, 2014 - April 23, 2015

1ST BRIDGEHOUSE SECURITIES, LLC

BD
CRD#: 44655
COLUMBIA, MD
Past

September 24, 2008 - October 25, 2013

OUTCOME CAPITAL, LLC

BD
CRD#: 100960
BOSTON, MA
Past

August 7, 1996 - March 5, 2008

B. RILEY SECURITIES, INC.

BD
CRD#: 25027
ARLINGTON, VA

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
Virginia
(11/26/2018)

Exams

State Security Law Exam
RR
Series 63
Date: 10/7/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/6/1996
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

MS
MCLEAN SECURITIES, LLC
MCLEAN SECURITIES, LLC | THE MCLEAN GROUP, LLC

CRD#: 104117 / SEC#: , 8-52565

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
8260 Greensboro Drive Suite 350, Mclean, VA 22102
Mailing Address
8260 Greensboro Drive Suite 350, Mclean, VA 22102
Phone number
(703) 827-0200
Established
Virginia since 10/13/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
THE MCLEAN GROUP, LLCPARENT
MARTIN, MITCHELL ZACHARYCCO4993937
SMITH, ANDREW CLIFFORDFINOP

Disclosures

Regulatory Event1

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

MCLEAN SECURITIES, LLC

CRD#: 104117Mclean, VA 22102

TRUST BUT VERIFY

Monitor Paul Klick

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Raylonte Marqui Roach
Raylonte RoachAdvisorCheck Check Mark
EAGLE STRATEGIES LLC
IAR
RR
BETHESDA, MD
MH
Matthew HalversonAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Washington, DC
EC
Erin CainesAdvisorCheck Check Mark
EAGLE STRATEGIES LLC
IAR
RR
DERWOOD, MD
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics