Alexander D. Mclean

NEWSOUTH CAPITAL MANAGEMENT

MEMPHIS, TN 38120

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CRD#: 4384679

Professional summary

Alexander Duncan Mclean, who also goes by Alec Mclean, is a registered financial advisor currently at NEWSOUTH CAPITAL MANAGEMENT INC located in Memphis, Tennessee.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Alexander has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alec Mclean

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) - RIA

Click below to view Alexander Duncan Mclean'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

June 15, 1999 - Present

NEWSOUTH CAPITAL MANAGEMENT INC

Office #1: 1100 Ridgeway Loop Rd. Suite 444, Memphis, TN 38120

RIA

CRD#: 110676

MEMPHIS, TN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NEWSOUTH CAPITAL MANAGEMENT INC

CRD#: 110676 / SEC#: 801-24716

RIA

Registered Investment Advisory firm - (6/21/1985 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(1/22/2004)

IAR

Texas
(6/15/1999)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

NEWSOUTH CAPITAL MANAGEMENT INC

CRD#: 110676 / SEC#: 801-24716

RIA

Registered Investment Advisory firm - (6/21/1985 Approved)

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Contact information

Main Address

999 S. Shady Grove Road Suite 501, Memphis, TN 38120-4129

Mailing Address

Phone number

(901) 761-5561

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (6/24/2025)

Regulatory assets under management

Total Number of Accounts	170
AUM (Assets Under Management)	$ 2,208,893,771

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.

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Alexander D. Mclean

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Duncan Mclean's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEWSOUTH CAPITAL MANAGEMENT INC

Primary Firm SEC Registration

NEWSOUTH CAPITAL MANAGEMENT INC

State Registrations and Notice Filings

Exams

Current Firm

NEWSOUTH CAPITAL MANAGEMENT INC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NEWSOUTH CAPITAL MANAGEMENT INC

TRUST BUT VERIFY

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