Neal D. Maclean

PALM BEACH GARDENS, FL 33410

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CRD#: 8241302

Professional summary

Neal Daniel Maclean, who also goes by Neal Daniel David Maclean, Neal Maclean, was a registered financial advisor .

Neal is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Neal had worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Neal Daniel David Maclean | Neal Maclean

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)

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®

None

Experience

Current

September 23, 2026 - Present

Office #1: 3801 Pga Blvd. Suite 600, Palm Beach Gardens, FL 33410

PALM BEACH GARDENS, FL

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

Florida
(9/23/2026)

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Exams

What does exam status mean?

State Security Law Exam

IAR

Series 65

Status Unavailable

Passed: 7/3/2026

Uniform Investment Adviser Law Examination

Current firm

No current employment

Red Flags

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