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Richard Donald Mckean

Blue Elm Advisors

Holmes, NY

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Current Employers
Blue Elm Advisors

63 South White Rock Rd, Holmes, NY 12531 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-07-24
NY RA APPROVED 2022-09-12
  • CT RA
    APPROVED
    Since 2025-07-24
  • NY RA
    APPROVED
    Since 2022-09-12

Branch Locations

63 South White Rock Rd, Holmes, NY 12531 • 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
Estate Of Maria Dasilva Danbury CT 06/2013 Present
Blue Elm Advisors, Llc Holmes NY 09/2022 Present
  • 06/2013 → Present
    Estate Of Maria Dasilva
    Danbury, CT
  • 09/2022 → Present
    Blue Elm Advisors, Llc
    Holmes, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-30
  • S65 Uniform Investment Adviser Law Examination
    2022-08-30

View on SEC IAPD

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BOURNE LENT ASSET MANAGAMENT, INC. · PAWLING, NY
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LPL ENTERPRISE, LLC · POUGHGUAG, NY
MOUNTAIN PASS PLANNING · HOPEWELL JUNCTION, NY
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LPL FINANCIAL LLC · HOPEWELL JUNCTION, NY
MML INVESTORS SERVICES, LLC · Hopewell Junction, NY

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