Claudia Bruce has been an investment adviser representative at McLean Asset Management since January 2024, and is not listed among the firm’s executive officers or direct owners. Claudia Bruce holds a B.S. in Financial Planning and Wealth Management from Virginia Tech.
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.
Claudia Bruce is a Financial Planner at McLean Asset Management. She works closely with senior advisors to serve high-net-worth clients, and her primary responsibilities include creating, implementing, and maintaining comprehensive financial plans for clients. Before joining McLean, she interned at two other wealth management firms.
- – present · 2 yearsTysons, VA · Adviser representative · Firm CRD 108067
Professional designations
Listed by McLean Asset Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Retirement Income Certified Professional (RICP®)
Investment adviser representative registrations
Claudia Bruce is registered as an investment adviser representative in Virginia, since January 2024.
- VirginiaSince 9 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 December 2023 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7852288
- Firm
- McLean Asset Management · CRD 108067
- Office
- 1900 GALLOWS ROAD, SUITE 350, Tysons, VA 22182
- Registration
- Investment adviser registration
- In the industry since
- January 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mcleanam.com
Where does Claudia Bruce work?
Claudia Bruce is an investment adviser representative registered through McLean Asset Management Corporation since January 2024, and is not listed among the firm’s executive officers or direct owners.
Is Claudia Bruce a financial advisor?
Yes. Claudia Bruce has a current investment-adviser registration in Virginia, through McLean Asset Management since January 2024.
How many years of experience does Claudia Bruce have?
Claudia Bruce has 2 years in the financial industry, since January 2024, across 1 adviser firm.
What exams has Claudia Bruce passed?
Claudia Bruce passed the Series 65 in December 2023.
Where is Claudia Bruce based?
Claudia Bruce’s registered office is in Tysons, VA.
Is Claudia Bruce registered with FINRA?
No. Claudia Bruce has no current broker registration.
Is Claudia Bruce a CFP?
McLean Asset Management lists Claudia Bruce with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Claudia Bruce’s record?
Search CRD 7852288 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Claudia Bruce’s full registration record.
