Claudia Bruce

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

• 08/2023 → 07/2025
  Mclean Asset Management Corporation
  Tysons, VA
• 05/2022 → 08/2022
  Yeske Buie
  Vienna, VA
• 10/2021 → 12/2022
  Virginia Tech Math Emporium
  Blacksburg, VA
• 06/2021 → 07/2021
  The Kelly Group
  Bel Air, MD
• 08/2019 → 05/2023
  Virginia Tech University
  Blacksburg, VA
• 01/2013 → 07/2019
  Middle And High School
  Darlington, MD
• 07/2025 → Present
  Mclean Asset Management Coporation
  Tysons, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-23

Designations

• Certified Financial Planner