Matthew David Maclean
Investment adviser representative at Rossmore Private Capital, LLC
18 yearsExperience
2 statesRegistered in
$1.9BFirm assets
9 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Rossmore Private Capital, LLCMay 2017 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2009 to May 2017
- Bank of America N.AApr 2008 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
Rossmore Private Capital, LLC
$1.9BAssets managed
275Clients
4Advisers
9 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
- 5515068
- Firm CRD
- 288453