David Scott Cohen
Professional Summary
David Scott Cohen is a registered financial advisor currently at MCLEAN SECURITIES, LLC located in Mclean, Virginia. David is registered as a RR (Registered Representative) and started their career in finance in 2023. David has worked at 1 firm and has passed the Series 63, Series 79TO and SIE 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
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
3 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
OSAIC WEALTH, INC.
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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
(10/31/2023)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Oct 2023About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view David Scott Cohen's CRS (Customer Relationship Summary).
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