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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-05-20 |
Branch Locations
516 Route 9, Waretown, NJ 08758 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mclean Advisory Group, Llc | Waretown | NJ | 04/2008 | Present |
| Belpointe Asset Management, Llc | Phoenix | AZ | 07/2020 | 11/2023 |
| Sound Income Strategies Llc | Fort Lauderdale | FL | 11/2023 | 05/2025 |
| Foundations Investment Advisors,Llc | Phoenix | AZ | 05/2025 | Present |
1). MCLEAN TAX ADVISORY GROUP LLC, INVESTMENT RELATED, 516 ROUTE 9, WARETOWN, NJ 08758, 80% OWNER, CEO & INSURANCE AGENT. SALES OF FIXED INSURANCE, FIXED ANNUITIES AND HEALTH INSURANCE. 04/2008 - PRESENT. THIS ENCOMPASSES APPROXIMATELY 10% OF BUSINESS HOURS. 2). MCLEAN TAX ADVISORY GROUP LLC, NON-INVESTMENT RELATED, 516 ROUTE 9, WARETOWN, NJ 08758, 80% OWNER. 04/2008 - PRESENT. TAX PREPARATION SERVICES OFFERED BY LICENSED INCOME TAX AGENTS. THIS ENCOMPASSES APPROXIMATELY 10% OF BUSINESS HOURS. 3). NEW VIEW EQUESTRIAN CENTER, NON-INVESTMENT RELATED, 335 RED LION ROAD, SOUTHAMPTON, NJ, 08088. 03/2016 - PRESENT, 50% OWNER. EQUESTRIAN BOARDING FACILITY, OVERSIGHT AND OPERATIONS. BOARD HORSES AND TRAIN RIDERS. THIS DOES NOT ENCOMPASS ANY BUSINESS HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-15 |
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