Michael Maclean
Investment adviser representative at LPL Financial LLC
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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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
- Seminars and workshops
Experience
17 years in the industry.
- LPL Financial LLCMay 2025 to now
- Mercantile Private Wealth Management, Inc.Apr 2022 to now
- Grove Point Advisors LLCApr 2021 to May 2025
- Grove Point Investments, LLCApr 2021 to May 2025
- Voya Financial Advisors, Inc.Jan 2021 to Apr 2021
- Morgan Stanley Private Bank, National AssociationJan 2015 to Jan 2021
- Morgan Stanley Smith BarneyJun 2009 to Jan 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 5457640
- Firm CRD
- 6413