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Charlotte, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-11 |
| NC | RA | APPROVED | 2025-03-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors | Charlotte | NC | 08/2016 | 12/2024 |
| Altruist Wealth Management Llc | Charlotte | NC | 10/2024 | Present |
Thomas McLean is President of Frank McLean Forever LLC, a nonprofit with a mission to advance SUDC (Sudden Unexplained Death in Childhood) awareness and research, bereaved family support, and other services. This can create a conflict of interest in that Thomas McLean may solicit and/or engage Clients of AWM to donate to this nonprofit. This conflict is mitigated in that clients are not obligated to make a donation. Thomas McLean devotes approximately five hours per month to this nonprofit, none of which occur during trading hours. The address of this nonprofit is 1516 The Plaza, Charlotte, NC 28295. Thomas McLean started this position in November 2019 and his duties include coordinating and running two major fundraising events, distribute grants, and occasionally support peers who have lost a child. Thomas McLean is a Board Member of the SUDC Foundation, which focuses on raising awareness of Sudden Unexplained Death in Childhood (SUDC), providing education, offering comprehensive family support services, and funding research grants to advance understanding and prevention of SUDC. This can create a conflict of interest in that Thomas McLean may solicit and/or engage Clients of AWM to donate to this nonprofit. This conflict is mitigated in that clients are not obligated to make a donation. Thomas McLean devotes approximately five hours per month to this nonprofit, one of which occurs during trading hours. The address is 101 Eisenhower Parkway, Suite 300, Roseland, NJ 07068. Thomas McLean started this position in August 2020 and his duties include serving on the Development Committee and the Finance Endowment Committee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-18 |
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