Ian McIlvaine has been Chief Executive Officer, Chief Investment Officer, Chief Compliance Officer, and Wealth Advisor of Vandalia Wealth Management since January 2026, is a control person of the firm and directly owns between 50% and 75% of it. Ian McIlvaine holds a Communications degree from Oral Roberts University.
Vandalia Wealth Management Incorporated is a Charleston, WV firm with $250M under management, 469 clients and 15 advisers across 6 offices, as of its July 2026 filing.
Ian McIlvaine is Chief Executive Officer, Chief Investment Officer and Wealth Advisor of Vandalia Wealth. A founder of the firm, he has been in the financial services industry since 2010. As Chief Investment Officer, he develops and communicates investment strategy and policies, including evaluating and selecting external managers and assessing risk parameters. He has held sales, analyst, advisory, management and leadership roles in small-cap entrepreneurial companies and Fortune 500 corporations.
Ian McIlvaine’s longest registration was 8 years at Wells Fargo Clearing Services, LLC (2012–2021). Before joining Vandalia Wealth Management in 2026, Ian McIlvaine was registered through Wells Fargo Clearing Services, LLC and Morgan Stanley Smith Barney LLC.
- Vandalia WealthCurrent– present · under a yearCharleston, WV · Adviser representative · Firm CRD 340089
- Axxcess Wealth Management, LLCAlso current– present · 5 yearsCharleston, WV · Adviser representative · Firm CRD 164081
- Wells Fargo Clearing Services, LLC– · 8 yearsCharleston, WV · Adviser representative · Firm CRD 19616
- Morgan Stanley Smith Barney LLC– · 2 yearsCharleston, WV · Adviser representative · Firm CRD 149777
Professional designations
Listed by Vandalia Wealth Management
- CIMA®
Investment adviser representative registrations
Ian McIlvaine is registered as an investment adviser representative in 2 states. Each was approved in January 2022.
- TexasSince 4 January 2022
- West VirginiaSince 7 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 25 August 2010 |
| Series 7 | General Securities Representative Examination | 4 August 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Ian Scott McIlvaine
- CRD
- 5810481
- Firm
- Vandalia Wealth Management · CRD 340089
- Role
- Chief Executive Officer, Chief Investment Officer, Chief Compliance Officer, and Wealth Advisor
- Office
- 500 CORPORATE LANDING, SUITE 201, Charleston, WV 25311
- Registration
- Investment adviser registration
- In the industry since
- August 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- vandaliawealth.com
Where does Ian McIlvaine work?
Ian McIlvaine has been Chief Executive Officer, Chief Investment Officer, Chief Compliance Officer, and Wealth Advisor of Vandalia Wealth Management Incorporated since January 2026, and is a control person of the firm.
Is Ian McIlvaine a financial advisor?
Yes. Ian McIlvaine has a current investment-adviser registration in Texas and West Virginia, through Vandalia Wealth Management since April 2026.
How many years of experience does Ian McIlvaine have?
Ian McIlvaine has 16 years in the financial industry, since August 2010, across 4 adviser firms.
What exams has Ian McIlvaine passed?
Ian McIlvaine has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2010. FINRA credited Ian McIlvaine with the SIE, which began in October 2018.
Where did Ian McIlvaine work before Vandalia Wealth Management?
Before Vandalia Wealth Management, Ian McIlvaine was registered through Wells Fargo Clearing Services, LLC, September 2012 to August 2021; Morgan Stanley Smith Barney LLC, September 2010 to September 2012.
Where is Ian McIlvaine based?
Ian McIlvaine’s registered office is in Charleston, WV.
Is Ian McIlvaine registered with FINRA?
No. Ian McIlvaine has no current broker registration.
How can I verify Ian McIlvaine’s record?
Search CRD 5810481 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ian McIlvaine’s full registration record.