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Athena Chang

Mclean Asset Management Corp.

Tysons, VA

CRD 4792507

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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:

Current Employers
Mclean Asset Management Corp.

1900 Gallows Road Suite 350, Tysons, VA 22182 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2009-11-04
VA RA APPROVED 2009-01-02
  • TX RA
    APPROVED
    Since 2009-11-04
  • VA RA
    APPROVED
    Since 2009-01-02

Branch Locations

1900 Gallows Road Suite 350, Tysons, VA 22182 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mclean Asset Management Corp. Mclean VA 07/2001 Present
Mclean Asset Managemen Corp. Mclean VA 07/2001 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-04-18
  • S65 Uniform Investment Adviser Law Examination
    2003-04-18
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

RED CELL MANAGEMENT, LLC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
HSBC SECURITIES (USA) INC.

Nearby Investors

VANESSA MARIE ALONZO
GORDON SUN
RICHARD DEAN SHU

Nearby Offices

RED CELL MANAGEMENT, LLC · TYSONS, VA
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · McLean, VA
HSBC SECURITIES (USA) INC. · Tysons, VA

More in Tysons, VA

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