Alexander E. Scott

MCLEAN ASSET MANAGEMENT

Maineville, OH

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CRD#: 4442359

Professional summary

Alexander Evan Scott, CFP®, ChFC®, who also goes by Alex Scott, Alexander E Scott, is a registered financial advisor currently at MCLEAN ASSET MANAGEMENT CORP. located in Maineville, Ohio.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Alexander has worked at 5 firms and has passed the Series 63, Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alex Scott | Alexander E Scott

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.

1-OWNER/PHOTOGRAPHER, Scott Photography; not investment related; Maineville, OH, 5% of time spent during non-trading hours. 2-INSURANCE AGENT, McLean Insurance Solutions, LLC - Investment-related: Yes; Address: 1900 Gallows Road, Suite 350, Tysons, VA 22182; Nature of business: Fixed insurance and annuity sales; Title: Licensed Producer; Start Date: October 2024; Approximate Monthly Hours Spent on this Activity: 10; Approximate Monthly Hours Spent on this Activity During Trading Hours: 10; Duties: Additional point of contact for fixed insurance and annuity products and serves resource for assisting clients and representatives of McLean Asset Management in identifying appropriate insurance and annuity products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Evan Scott'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®

CFP^®

Certified Financial Planner

Start date: 2009

ChFC^®

Chartered Financial Consultant

Experience

Current

October 29, 2024 - Present

MCLEAN ASSET MANAGEMENT CORP.

RIA

CRD#: 108067

Maineville, OH

Past

August 22, 2018 - October 21, 2024

ALLWORTH FINANCIAL, L.P.

RIA

CRD#: 111167

Cincinnati, OH

Past

February 29, 2008 - February 7, 2019

SIMPLY MONEY ADVISORS

RIA

CRD#: 106619

CINCINNATI, OH

Past

December 12, 2007 - November 12, 2013

OSAIC WEALTH, INC.

CRD#: 23131

CINCINNATI, OH

Past

January 12, 2007 - December 13, 2007

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

CINCINNATI, OH

Past

July 16, 2002 - December 13, 2007

FIFTH THIRD SECURITIES, INC.

CRD#: 628

CINCINNATI, OH

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".

MCLEAN ASSET MANAGEMENT CORP.

ENCORE 401K | WATERMARK ADVISER SOLUTIONS | MCLEAN FINANCIAL PLANNING CORP | MCLEAN ASSET MANAGEMENT CORPORATION | MCLEAN ASSET MANAGEMENT CORP.

CRD#: 108067 / SEC#: 801-55363

RIA

Registered Investment Advisory firm - (3/19/1998 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

Ohio
(10/29/2024)

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

State Security Law Exam

Series 63

Date: 3/5/2012

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/11/2006

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 7/15/2002

General Securities Representative Examination

Current Firm

MCLEAN ASSET MANAGEMENT CORP.

ENCORE 401K | WATERMARK ADVISER SOLUTIONS | MCLEAN FINANCIAL PLANNING CORP | MCLEAN ASSET MANAGEMENT CORPORATION | MCLEAN ASSET MANAGEMENT CORP.

CRD#: 108067 / SEC#: 801-55363

RIA

Registered Investment Advisory firm - (3/19/1998 Approved)

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Contact information

Main Address

1900 Gallows Road Suite 350, Tysons, VA 22182

Mailing Address

Phone number

(703) 827-0636

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MCLEAN ASSET MANAGEMENT CORP ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,435
AUM (Assets Under Management)	$ 819,201,980

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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Firm Stability Insights

Alexander E. Scott

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Evan Scott's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLWORTH FINANCIAL, L.P.

SIMPLY MONEY ADVISORS

OSAIC WEALTH, INC.

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

Primary Firm SEC Registration

MCLEAN ASSET MANAGEMENT CORP.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/5/2012

Series 65

Date: 9/11/2006

Series 7

Date: 7/15/2002

Current Firm

MCLEAN ASSET MANAGEMENT CORP.

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MCLEAN ASSET MANAGEMENT CORP.

TRUST BUT VERIFY

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