Brette Maclean has been Chief Compliance Officer and Vice President of MacLean Capital Advisors since March 2011, is a control person of the firm and directly owns between 50% and 75% of it. Brette Maclean holds a Bachelor of Arts in Psychology from the University of California, Santa Barbara and a Master's degree from Chapman University.
Maclean Capital Advisors, LLC is an Indian Wells, CA firm with $222M under management, 160 clients and 3 advisers in one office, as of its February 2026 filing.
Brette MacLean is Co-Founder and Managing Partner of MacLean Capital Advisors, based in Indian Wells, California. She has nearly two decades of experience in financial services and oversees the firm's operations. Before co-founding the firm, she served as a financial advisor at Merrill Lynch.
Brette Maclean’s longest registration is the current one, 15 years at MacLean Capital Advisors since 2011. Before joining MacLean Capital Advisors in 2011, Brette Maclean was registered through Cambridge Investment Research Advisors, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · 15 yearsIndian Wells, CA · Adviser representative · Firm CRD 156978
- Cambridge Investment Research Advisors, Inc.– · 2 yearsIndian Wells, CA · Adviser representative · Firm CRD 134139
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · under a yearIndian Wells, CA · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Brette Maclean is registered as an investment adviser representative in California, since May 2011.
- CaliforniaSince 18 May 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 21 April 2008 |
| Series 7 | General Securities Representative Examination | 12 March 2008 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brette Helbig Maclean
- CRD
- 5470794
- Firm
- MacLean Capital Advisors · CRD 156978
- Role
- Chief Compliance Officer and Vice President
- Office
- 74900 US HIGHWAY 111, STE 224, Indian Wells, CA 92210
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 2008
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- macleancapital.com
Where does Brette Maclean work?
Brette Maclean has been Chief Compliance Officer and Vice President of Maclean Capital Advisors, LLC since March 2011, and is a control person of the firm.
Is Brette Maclean a financial advisor?
Yes. Brette Maclean has a current investment-adviser registration in California, through MacLean Capital Advisors since May 2011.
How many years of experience does Brette Maclean have?
Brette Maclean has 18 years in the financial industry, since May 2008, across 3 adviser firms.
What exams has Brette Maclean passed?
Brette Maclean has passed 3 licensing exams: the Series 7, Series 66 and Series 99TO. The earliest, the Series 7, was passed in March 2008. FINRA credited Brette Maclean with the SIE, which began in October 2018.
Where did Brette Maclean work before MacLean Capital Advisors?
Before MacLean Capital Advisors, Brette Maclean was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, April 2008 to February 2009.
Where is Brette Maclean based?
Brette Maclean’s registered office is in Indian Wells, CA.
Is Brette Maclean registered with FINRA?
Yes. Brette Maclean has a current broker registration, under CRD 5470794.
Source: FINRA BrokerCheck
How can I verify Brette Maclean’s record?
Search CRD 5470794 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Brette Maclean’s full registration record.
