Charles Douglas Maclean

Current Employers

Employment History

• 06/2014 → 03/2017
  Metlife Securities Inc
  Stamford, CT
• 03/2017 → 09/2021
  Mml Investors Services, Llc
  Stamford, CT
• 07/2016 → 09/2021
  Mass Mutual Life Insurance Company
  Stamford, CT
• 09/2021 → Present
  Moneco Advisors, Llc
  Fairfield, CT
• 09/2021 → Present
  Lpl Financial, Llc
  Fairfield, CT

Previous Registrations

• 2017-03-25 → 2021-09-14
  Mml Investors Services, Llc
  Stamford, CT
• 2015-01-14 → 2017-03-25
  Msi Financial Services, Inc.
  Stamford, CT

Other Businesses

1. 9/2021 - DBA for LPL Business (entity for LPL business) - MONECO New Canaan - Investment Related - New Canaan CT, 06840 2. 11/05/2021 - Daly Brokerage - Investment Related - 200 Executive Blvd S Ste 4J, Southington, CT 06489 - Non-Variable Insurance - Start Date: 11/04/2021 - 4 Hours Per Month/1 Hour During Securities Trading. 3. 12/16/2021 - Moneco Advisors LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Start Date: 09/02/2021 - 40 Hours Per Month/40 Hours During Securities Trading - Time Spent 25% - I provide investment advisory services through Moneco Advisors, LLC, an independent investment advisor firm. I started this business activity in 12/2021. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.advisorinfo.sec.gov/IAPD. This firm is separate from and independent of LPL Financial. 4. 12/17/2024- Watercroft Capital LLC-Business Entity For Tax/Investment Purposes Only- Not INV Related- At Fairfield County, Connecticut- Start date 07/19/2024

Exams

• S66 Uniform Combined State Law Examination
  2014-12-17
• S63 Uniform Securities Agent State Law Examination
  2014-10-16

Other Names

• Doug Maclean
• Charles Maclean