Sherry Ellen Maclean Maurer

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 10/1993 → Present
  Maclean Agency, Llc
  Princeton, NJ
• 01/2011 → Present
  Lpl Financial Llc
  Princeton, NJ

Previous Registrations

• 2005-08-17 → 2010-12-31
  Pruco Securities, Llc.
  Princeton, NJ
  Princeton, NJ

Other Businesses

1) 12/13/2010: MacLean Wealth Management - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location(s) 2) 02/12/2013: Callaway Henderson Sotheby's International Realty - Mortgage/Real Estate Services - INV REL - At Reported Business Location(s) - 5% Time Spent - Obtain a real estate license for primarily referral purposes on residential and commercial real estate through Callaway Henderson Sotheby's International Realty on Nassau Street, Princeton, NJ. 3) 02/13/2023 - MACLEAN WEALTH MANAGEMENT, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 01/31/2023 - 5 Hours Per month/5 Hours During Securities Trading. 4) 02/12/2024 - Maclean Consultants - Non-Inv Related - At Reported Business Location(s) - Other - Transition Management Consulting - Started: 1/1/2024 - 60 Hrs/mo; 40 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2005-06-16

Other Names

• Sherry Ellen Maclean
• Sherry Maclean Mauer