Paige Rita Smith ducey
Investment adviser representative at Mclean Asset Management Corp.
12 yearsExperience
1 stateRegistered in
$993.9MFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Mclean Asset Management CorporationJan 2026 to now
- Bull Harbor Capital, LLCJun 2023 to Jan 2026
- Curran Financial Partners, LLCSep 2018 to Jun 2023
- Purshe Kaplan Sterling InvestmentsMar 2018 to Aug 2018
- Apollon Insurance GroupFeb 2018 to Aug 2018
- Apollon Wealth Management, LLCFeb 2018 to Aug 2018
- Northwestern Mutual Investment Services LLCSep 2017 to Feb 2018
- Robert GormanSep 2017 to Feb 2018
- Coastal Wealth ManagementApr 2017 to Sep 2017
- Coastal Financial Planning GroupApr 2017 to Aug 2017
- Voya Financial AdvisorsJun 2014 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (SC).
Mclean Asset Management Corp.
Legal name: Mclean Asset Management Corporation
$993.9MAssets managed
512Clients
14Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4551035
- Firm CRD
- 108067