Brian Michael Bass

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

• 11/2013 → 03/2020
  Side Sessions
  Reisterstown, MD
• 06/2015 → 07/2021
  Cetera Advisors Llc
  Denver, CO
• 07/2021 → Present
  Mclean Asset Management Corporation
  Tysons, VA

Previous Registrations

• 2015-06-17 → 2021-07-09
  Cetera Advisors Llc
  Reisterstown, MD
  Baton Rouge, LA
  Reisterstown, MD
• 2014-06-12 → 2015-07-01
  Ubs Financial Services Inc.
  Baltimore, MD

Other Businesses

1. McLean Insurance Services, LLC (MIS); Investment-related: Yes; Address: 1900 Gallows Road, Suite 350, Tysons, VA 22182; Nature of business: Fixed insurance and annuity sales; Title: Licensed Producer; Start Date: July 2021; Approximate Monthly Hours Spent on this Activity: 5; Approximate Monthly Hours Spent on this Activity During Trading Hours: 5; Duties: Point of contact for fixed insurance and annuity products and serves resource for assisting clients of McLean Asset Management in identifying appropriate insurance and annuity products. 2. Name: MLB/Baltimore Orioles; Investment-related: No; Address: 333 West Camden Street, Baltimore, MD 21201; Nature of business: MLB/Baltimore Orioles appearances; Title: Alumni; Start Date: 01/2018; Approximate Monthly Hours Spent on this Activity: 1; Approximate Monthly Hours Spent on this Activity During Trading Hours: 1; Duties: Appearances and autographs.

Exams

• S66 Uniform Combined State Law Examination
  2014-06-12

Designations

• Certified Financial Planner