Lauren E. Squeglia

MCLEAN ASSET MANAGEMENT

Bedford, NH

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CRD#: 5120829

Professional summary

Lauren E Squeglia, who also goes by Lauren E Colby, is a registered financial advisor currently at MCLEAN ASSET MANAGEMENT CORP. located in Bedford, New Hampshire.

Lauren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Lauren has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lauren E Colby

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 Lauren E Squeglia'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

February 11, 2021 - Present

MCLEAN ASSET MANAGEMENT CORP.

RIA

CRD#: 108067

Bedford, NH

Past

February 29, 2008 - March 24, 2020

LPL FINANCIAL LLC

RIA

CRD#: 6413

NASHUA, NH

Past

January 2, 2008 - March 24, 2020

LPL FINANCIAL LLC

CRD#: 6413

NASHUA, NH

Past

March 19, 2007 - November 7, 2007

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

MERRIMACK, NH

Past

April 25, 2006 - December 19, 2006

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

MERRIMACK, NH

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

New Hampshire
(2/11/2021)

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

IAR

Series 66

Date: 2/28/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/16/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/16/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/24/2006

Investment Company Products/Variable Contracts 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

Lauren E. Squeglia

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lauren E Squeglia's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

FIDELITY BROKERAGE SERVICES LLC

FIDELITY DISTRIBUTORS COMPANY LLC

Primary Firm SEC Registration

MCLEAN ASSET MANAGEMENT CORP.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/28/2008

Series 63

Date: 6/16/2006

SIE

Date: 10/1/2018

Series 7

Date: 3/16/2007

Series 6

Date: 4/24/2006

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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