Mitchell Zachary Martin
Professional Summary
Mitchell Zachary Martin is a registered financial advisor currently at MCLEAN SECURITIES, LLC located in Mclean, Virginia. Mitchell is registered as a RR (Registered Representative) and started their career in finance in 2006. Mitchell has worked at 3 firms and has passed the Series 63, Series 99TO, SIE, Series 79, Series 7, Series 28 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
18 years in the financial services industry
Current & Past Employments
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Current Firm
MCLEAN SECURITIES, LLC | THE MCLEAN GROUP, LLC
Contact Information
Main Address
8260 Greensboro Drive Suite 350, Mclean, VA 22102Mailing Address
8260 Greensboro Drive Suite 350, Mclean, VA 22102Phone Number
(703) 827-0200Established
Virginia since 10/13/1999Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (2 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THE MCLEAN GROUP, LLC | PARENT | — |
| MARTIN, MITCHELL ZACHARY | CCO | 4993937 |
| SMITH, ANDREW CLIFFORD | FINOP | — |
Disclosures
Regulatory Event
1Similar Advisors
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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.
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State Registrations and Notice Filings
(12/3/2025)
(9/7/2012)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Dec 2011About the Series 79 examSeries 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Jul 2008About the Series 28 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Mitchell Zachary Martin's CRS (Customer Relationship Summary).
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