Alexander Scott has been an investment adviser representative at McLean Asset Management since October 2024, and is not listed among the firm’s executive officers or direct owners. Alexander Scott holds a Bachelor of Business Administration from Thomas More 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 Scott is Financial Planner of McLean Asset Management. He joined McLean in 2024 and draws on close to 20 years of comprehensive financial planning experience, with a primary focus on advising clients to retire confidently. At McLean, he works with clients to convert their financial resources into a sustainable and successful retirement.
Alexander Scott’s longest registration was 10 years at Simply Money Advisors (2008–2019). Before joining McLean Asset Management in 2024, Alexander Scott was registered through Allworth Financial, L.P. and Simply Money Advisors.
- – present · 1 yearMaineville, OH · Adviser representative · Firm CRD 108067
- Allworth Financial, L.P.– · 6 yearsCincinnati, OH · Adviser representative · Firm CRD 111167
- Simply Money Advisors– · 10 yearsCincinnati, OH · Adviser representative · Firm CRD 106619
- Fifth Third Securities, Inc.– · under a yearCincinnati, OH · Adviser representative · Firm CRD 628
Professional designations
Listed by McLean Asset Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Retirement Income Certified Professional (RICP®)
- Chartered Financial Consultant (ChFC®)
Investment adviser representative registrations
Alexander Scott is registered as an investment adviser representative in Ohio, since October 2024.
- OhioSince 29 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 5 March 2012 |
| Series 65 | Uniform Investment Adviser Law Examination | 11 September 2006 |
| Series 7 | General Securities Representative Examination | 15 July 2002 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Full name
- Alexander Evan Scott
- CRD
- 4442359
- Firm
- McLean Asset Management · CRD 108067
- Office
- Maineville, OH
- Registration
- Investment adviser registration
- In the industry since
- April 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mcleanam.com
Where does Alexander Scott work?
Alexander Scott is an investment adviser representative registered through McLean Asset Management Corporation since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Alexander Scott a financial advisor?
Yes. Alexander Scott has a current investment-adviser registration in Ohio, through McLean Asset Management since October 2024.
How many years of experience does Alexander Scott have?
Alexander Scott has 19 years in the financial industry, since April 2007, across 4 adviser firms.
What exams has Alexander Scott passed?
Alexander Scott has passed 3 licensing exams: the Series 7, Series 65 and Series 63. The earliest, the Series 7, was passed in July 2002.
Where did Alexander Scott work before McLean Asset Management?
Before McLean Asset Management, Alexander Scott was registered through Allworth Financial, L.P., August 2018 to October 2024; Simply Money Advisors, February 2008 to February 2019; Fifth Third Securities, Inc., January 2007 to December 2007.
Where is Alexander Scott based?
Alexander Scott’s registered office is in Maineville, OH.
Is Alexander Scott registered with FINRA?
No. Alexander Scott has no current broker registration.
Is Alexander Scott a CFP?
McLean Asset Management lists Alexander Scott with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: ALEX SCOTT, CFP®, RICP®, ChFC® biography, mcleanam.com
How can I verify Alexander Scott’s record?
Search CRD 4442359 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alexander Scott’s full registration record.
