Alan Blake Mclellan

Current Employers

Employment History

• 07/2013 → 12/2018
  Morgan Stanley
  Grosse Pointe Farms, MI
• 01/2015 → 12/2018
  Morgan Stanley Private Bank, National Association
  New York, NY
• 12/2018 → 04/2020
  Cetera Advisors
  Denver, CO
• 12/2018 → 04/2020
  Mclellan Financial Mortgage
  Rochester, MI
• 12/2018 → 04/2020
  Mclellan Financial Services
  Rochester, MI
• 05/2020 → 05/2020
  Ameriprise Financial Services Inc
  Rochester, MI
• 03/2020 → 03/2020
  Ameriprise Financial Services, Llc
  Rochester Hills, MI
• 05/2020 → Present
  Ameriprise Financial Services, Llc.
  Rochester Hills, MI

Previous Registrations

• 2018-12-12 → 2020-05-05
  Cetera Advisors Llc
  Rochester, MI
• 2013-10-02 → 2018-12-13
  Morgan Stanley
  Grosse Pointe Farms, MI

Other Businesses

Real Estate Ownership; Single Family; 50197 Decook, , Macomb, MI, 48042; Not Investment-Related; 10/01/2018 / Single Family; 2372 Mahan, , Ferndale, MI, 48220; Not Investment-Related; 01/01/2022. Board of Directors; Irish Network Detroit; Vice President; 1 Woodward, , Detroit, MI, 48226; Not Investment-Related; 05/01/2020; 1 to 9 hours per month; 0 during trading hours / Rochester Rotary; President Nominee; 816 Ludlow, , Rochester, MI, 48307; Not Investment-Related; 06/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Macch 1 LLC; Vice President - No responsibilities but listed as an officer for succession reasons. Father owns the building attached to LLC.; ; 71 N. Livernois, Suite B, , Rochester Hills, MI, 48307; Not Investment-Related; 06/22/2022; 1 to 9 hours per month; 0 during trading hours / Silverbell Group, INC; AFA - All my roles and responsibilities are of a financial advisor. Franchise owner pays me through his LLC vs the Ameriprise approved paychex.; Investment/Financial Planning; 71 N Livernois, Suite D, , Rochester, MI, 48307; Investment-Related; 06/22/2022; 60 hours per month; 40 to 59 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2013-09-27