Athena Chang has been an investment adviser representative at McLean Asset Management since January 2009, and is not listed among the firm’s executive officers or direct owners. Athena Chang holds an M.A. in Education from Lesley College and a B.A. in English Literature from National Taiwan 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.
Athena Chang is Vice President, Financial Planning of McLean Asset Management. Chang strategizes with clients on life transitions such as retirement, divorce or loss of a spouse, wealth transfer and receipt of an inheritance. Before joining McLean, Chang was a financial advisor at A.C. Financial Consulting LLC and an educator in the Arlington County Public Schools.
- – present · 22 yearsTysons, VA · Adviser representative · Firm CRD 108067
Professional designations
Listed by McLean Asset Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Athena Chang is registered as an investment adviser representative in 2 states. The first approvals date from January 2009; the most recent is Texas, in November 2009.
- TexasSince 4 November 2009
- VirginiaSince 2 January 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 April 2003 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 4792507
- Firm
- McLean Asset Management · CRD 108067
- Office
- 1900 GALLOWS ROAD, SUITE 350, Tysons, VA 22182
- Registration
- Investment adviser registration
- In the industry since
- April 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mcleanam.com
Where does Athena Chang work?
Athena Chang is an investment adviser representative registered through McLean Asset Management Corporation since January 2009, and is not listed among the firm’s executive officers or direct owners.
Is Athena Chang a financial advisor?
Yes. Athena Chang has a current investment-adviser registration in Texas and Virginia, through McLean Asset Management since January 2009.
How many years of experience does Athena Chang have?
Athena Chang has 22 years in the financial industry, since April 2004, across 1 adviser firm.
What exams has Athena Chang passed?
Athena Chang passed the Series 65 in April 2003.
Where is Athena Chang based?
Athena Chang’s registered office is in Tysons, VA.
Is Athena Chang registered with FINRA?
No. Athena Chang has no current broker registration.
Is Athena Chang a CFP?
McLean Asset Management lists Athena Chang with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Athena Chang’s record?
Search CRD 4792507 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Athena Chang’s full registration record.
