Marc T. Mclean
Professional summary
Marc Thomas Mclean, AIF®, who also goes by Marc T Mclean, Marc Mclean, Marc Thomas Schikowski, is a registered financial advisor currently at MCLEAN FINANCIAL PLANNING AND INVESTMENT MANAGEMENT located in Mentor, Ohio and STONEHAVEN, LLC located in New York, New York.
Marc is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Marc has worked at 4 firms and has passed the Series 63, Series 66, Series 79TO, Series 82TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Marc Thomas Mclean's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 1, 2014 - Present
MCLEAN FINANCIAL PLANNING AND INVESTMENT MANAGEMENT
Office #1: 9356 Ivan Court, Mentor, OH 44060November 1, 2024 - Present
STONEHAVEN, LLC
Office #1: 600 Fifth Avenue Second Floor, New York, NY 10020April 24, 2012 - May 1, 2014
RM INVESTMENT MANAGEMENT INC
August 20, 2010 - April 11, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 23, 2010 - April 11, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/12/2025)
(2/12/2025)
(2/12/2025)
(2/12/2025)
(2/12/2025)
(2/26/2025)
(2/12/2025)
(2/12/2025)
(3/17/2025)
(2/12/2025)
(2/12/2025)
(2/12/2025)
(2/12/2025)
(2/12/2025)
(2/12/2025)
(2/26/2025)
(5/1/2014)
(11/27/2024)
(2/12/2025)
(2/12/2025)
(2/12/2025)
(2/12/2025)
(2/12/2025)
(2/12/2025)
Exams
Series 79TO
Date: 2/12/2025
Investment Banking Registered Representative ExaminationSeries 82TO
Date: 11/1/2024
Limited Representative-Private Securities OfferingsFINRA
Current Firm
MCLEAN FINANCIAL PLANNING AND INVESTMENT MANAGEMENT
CRD#: 170717 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 62 |
| AUM (Assets Under Management) | $ 12,101,978 |
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 FINANCIAL PLANNING AND INVESTMENT MANAGEMENT
CRD#: 170717Mentor, OH 44060TRUST BUT VERIFY
Monitor Marc Mclean
Get automatic monthly alerts on:
