Brian Bass has been an investment adviser representative at McLean Asset Management since July 2021, and is not listed among the firm’s executive officers or direct owners. Brian Bass holds a Master of Science in Financial Services from The American College of Financial Services.
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.
Brian Bass is Managing Director – Wealth Management of McLean Asset Management. After retiring from his professional baseball career, in which he pitched in both the minor and major leagues, he was drawn to the financial planning field. He joined McLean to work on the front lines of retirement income planning.
Brian Bass’ longest registration was 6 years at Cetera Advisors LLC (2015–2021). Before joining McLean Asset Management in 2021, Brian Bass was registered through Cetera Advisors LLC and UBS Financial Services Inc.
- – present · 5 yearsReisterstown, MD · Adviser representative · Firm CRD 108067
- Cetera Advisors LLC– · 6 yearsReisterstown, MD · Adviser representative · Firm CRD 10299
- UBS Financial Services Inc.– · 1 yearBaltimore, MD · Adviser representative · Firm CRD 8174
Professional designations
Listed by McLean Asset Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Retirement Income Certified Professional (RICP®)
- Chartered Life Underwriter® (CLU®)
- Accredited Estate Planner® (AEP®)
Investment adviser representative registrations
Brian Bass is registered as an investment adviser representative in 2 states. The first approvals date from July 2021; the most recent is Maryland, in September 2024.
- MarylandSince 4 September 2024
- VirginiaSince 12 July 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 12 June 2014 |
| Series 7 | General Securities Representative Examination | 15 May 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brian Michael Bass
- CRD
- 6319726
- Firm
- McLean Asset Management · CRD 108067
- Office
- Reisterstown, MD
- Registration
- Investment adviser registration
- In the industry since
- May 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mcleanam.com
Where does Brian Bass work?
Brian Bass is an investment adviser representative registered through McLean Asset Management Corporation since July 2021, and is not listed among the firm’s executive officers or direct owners.
Is Brian Bass a financial advisor?
Yes. Brian Bass has a current investment-adviser registration in Maryland and Virginia, through McLean Asset Management since July 2021.
How many years of experience does Brian Bass have?
Brian Bass has 12 years in the financial industry, since May 2014, across 3 adviser firms.
What exams has Brian Bass passed?
Brian Bass has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2014. FINRA credited Brian Bass with the SIE, which began in October 2018.
Where did Brian Bass work before McLean Asset Management?
Before McLean Asset Management, Brian Bass was registered through Cetera Advisors LLC, June 2015 to July 2021; UBS Financial Services Inc., June 2014 to July 2015.
Where is Brian Bass based?
Brian Bass’ registered office is in Reisterstown, MD.
Is Brian Bass registered with FINRA?
No. Brian Bass has no current broker registration.
Is Brian Bass a CFP?
McLean Asset Management lists Brian Bass with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: BRIAN BASS, MSFS, CFP®, RICP®, AEP®, CLU® biography, mcleanam.com
How can I verify Brian Bass’ record?
Search CRD 6319726 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Bass’ full registration record.
