Alejandro Murguia has been Managing Principal of McLean Asset Management since November 2014, is a control person of the firm and directly owns between 25% and 50% of it. Alejandro Murguia holds a Ph.D. from George Washington University and a B.S. from Boston University.
McLean Asset Management Corporation is a Tysons, VA firm with $994M under management, 512 clients and 17 advisers across 5 offices, as of its May 2026 filing.
Alex Murguia is Managing Principal and Chief Investment Officer of McLean Asset Management. He is also Executive Chairman of the firm and one of the primary contributors to its content. He co-created the RISA Profile tool, which aligns financial retirement strategies with individual preferences, and he frequently speaks at financial planning conferences on practice management and retirement income planning.
Alejandro Murguia’s longest registration is the current one, 22 years at McLean Asset Management since 2004.
- Retirement Researcher, LLCAlso current– present · 6 yearsTysons, VA · Adviser representative · Firm CRD 297379
- Retirement Researcher, LLC– · under a yearMcLean, VA · Adviser representative · Firm CRD 297379
- – present · 22 yearsAlexandria, VA · Adviser representative · Firm CRD 108067
Investment adviser representative registrations
Alejandro Murguia is registered as an investment adviser representative in Virginia, since March 2004.
- VirginiaSince 15 March 2004
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 January 2003 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 4773144
- Firm
- McLean Asset Management · CRD 108067
- Role
- Managing Principal
- Office
- Alexandria, VA
- Registration
- Investment adviser registration
- In the industry since
- March 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mcleanam.com
Where does Alejandro Murguia work?
Alejandro Murguia has been Managing Principal of McLean Asset Management Corporation since November 2014, and is a control person of the firm.
Is Alejandro Murguia a financial advisor?
Yes. Alejandro Murguia has a current investment-adviser registration in Virginia, through McLean Asset Management since March 2004.
How many years of experience does Alejandro Murguia have?
Alejandro Murguia has 22 years in the financial industry, since March 2004, across 2 adviser firms.
What exams has Alejandro Murguia passed?
Alejandro Murguia passed the Series 65 in January 2003.
Where is Alejandro Murguia based?
Alejandro Murguia’s registered office is in Alexandria, VA.
Is Alejandro Murguia registered with FINRA?
No. Alejandro Murguia has no current broker registration.
How can I verify Alejandro Murguia’s record?
Search CRD 4773144 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alejandro Murguia’s full registration record.
