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Nicholas Studebaker

Investment adviser representative at Mclean Asset Management Corp.
11 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

11 years in the industry.

  1. Mclean Asset Management CorporationMar 2025 to now
  2. Studebaker & Brackett, PllcJun 2017 to Feb 2025
  3. University of VirginiaFeb 2015 to May 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (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
8068219
Firm CRD
108067
Advisor's SEC record (opens in a new tab)
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