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William Richard Mclean

Mclean Capital Management

Sarasota, FL

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Current Employers
Mclean Capital Management

Sarasota, FL • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-10-23
FL RA APPROVED 2008-02-12
  • TX RA
    APPROVED_RES
    Since 2019-10-23
  • FL RA
    APPROVED
    Since 2008-02-12

Branch Locations

Sarasota, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mclean Capital Manage Sarasota FL 01/2006 Present
  • 01/2006 → Present
    Mclean Capital Manage
    Sarasota, FL
Previous Registrations
  • 2008-02-12 → 2009-12-31
    Sarasota, FL
  • 1998-10-27 → 2003-04-30
    Morgan Keegan & Company, Llc
    Sarasota, FL
Other Businesses

Mr. McLean is also the CEO and sole owner of McLean Equity Research, LLC, a Florida based entity that operates a website (www.mcleanequityresearch.com) that sells equity research to other financial professionals and the general public on a subscription basis. Mr. McLean devotes a negligible amount of his professional time to this activity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-04-03
S63 Uniform Securities Agent State Law Examination 1988-08-16
  • S65 Uniform Investment Adviser Law Examination
    2007-04-03
  • S63 Uniform Securities Agent State Law Examination
    1988-08-16

View on SEC IAPD

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