Robert Richard Cordeau

Employer firm

Mclean Asset Management Corp. CRD 108067

$994M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2009 → Present
  Mclean Asset Management Corp.
  Bedford, NH
• 08/2022 → 12/2022
  Aurelius Family Office, Llc
  Bedford, NH

Previous Registrations

• 2022-10-03 → 2023-01-03
  Aurelius Family Office, Llc
  Bedford, NH
• 2009-10-23 → 2022-12-31
  Mclean Asset Management Corp.
  Bedford, NH
• 2006-05-02 → 2009-10-26
  The Harbor Group, Inc.
  Bedford, NH
• 2004-08-03 → 2005-04-01
  Focus Capital Wealth Management, Inc.
  Bedford, NH

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-02-10
• S63 Uniform Securities Agent State Law Examination
  1998-02-20

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Rob Cordeau