Philip A. Venanzi

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CRD#: 6686105

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Philip Alexander Venanzi, CFP®, who also goes by Philip A. Venanzi Mba, Philip Alexander Venanzi, was a registered financial professional .

Philip is a previously registered financial professional and started their career in finance in 2016. Philip had worked at 7 firms and has passed the Series 63, Series 66, Series 6TO, SIE and Series 7 exams.

Aliases

Philip A. Venanzi Mba | Philip Alexander Venanzi

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.

Varsity Tutors; 203 Scenic Dr Canonsburg, PA 15317; Tutor; 4/2/2026; 8 non-market hrs/month; 0 market hrs/month; non-investment related. Tutoring that requires a maximum of one to two hours a week. I receive opportunities that I have the ability to select from.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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: 2020

Experience

Past

March 24, 2026 - July 29, 2026

MCLEAN ASSET MANAGEMENT CORP.

RIA

CRD#: 108067

Canonsburg, PA

Past

October 9, 2025 - March 6, 2026

PFS INVESTMENTS INC.

CRD#: 10111

Washington, PA

Past

January 3, 2023 - November 4, 2024

FORT PITT CAPITAL GROUP, LLC

RIA

CRD#: 281385

PITTSBURGH, PA

Past

November 11, 2021 - November 9, 2022

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

PITTSBURGH, PA

Past

October 25, 2021 - November 9, 2022

EQUITABLE ADVISORS, LLC

CRD#: 6627

PITTSBURGH, PA

Past

August 2, 2019 - October 12, 2021

ALLEGHENY INVESTMENTS, LTD.

RIA

CRD#: 7597

PITTSBURGH, PA

Past

May 22, 2019 - October 12, 2021

ALLEGHENY INVESTMENTS, LTD.

CRD#: 7597

PITTSBURGH, PA

Past

May 8, 2018 - March 6, 2019

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

BRIDGEVILLE, PA

Past

May 7, 2018 - March 6, 2019

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

BRIDGEVILLE, PA

Past

November 23, 2016 - January 23, 2017

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

WEXFORD, PA

Past

October 31, 2016 - January 23, 2017

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

WEXFORD, PA

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.

Visual representation of state registrations

This advisor is not registered in any state.

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: 11/1/2025

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 11/22/2016

Uniform Combined State Law Examination

General Industry/Product Exam

Series 6TO

Date: 10/9/2025

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/31/2016

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 (21 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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Advisor Monitoring

Firm Stability Insights

Philip A. Venanzi

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PFS INVESTMENTS INC.

FORT PITT CAPITAL GROUP, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

ALLEGHENY INVESTMENTS, LTD.

ALLEGHENY INVESTMENTS, LTD.

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

MCLEAN ASSET MANAGEMENT CORP.

State Registrations and Notice Filings

Exams

Series 63

Date: 11/1/2025

Series 66

Date: 11/22/2016

Series 6TO

Date: 10/9/2025

SIE

Date: 10/1/2018

Series 7

Date: 10/31/2016

Current Firm

MCLEAN ASSET MANAGEMENT CORP.

Contact information

SEC notice filing (21 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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