Elizabeth M Hollman
Investment adviser representative at Mclean Asset Management Corp.
12 yearsExperience
2 statesRegistered 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 Corp.Feb 2026 to now
- Bull Harbor Capital, LLCDec 2024 to Feb 2026
- MML Investors ServicesFeb 2023 to Jul 2025
- Raymond James & AssociatesJun 2019 to Feb 2023
- Skywalkers Lacrosse ProgramSep 2014 to Jan 2020
- RBC Capital Markets, LLCJun 2014 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (MD, VA).
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
- 6206415
- Firm CRD
- 108067