Ian McLeod has been an investment adviser representative at Sustainable Advisors Alliance since June 2026, and is not listed among the firm’s executive officers or direct owners. Ian McLeod holds a Bachelor of Arts in Latin American Studies from the University of Connecticut.
Sustainable Advisors Alliance LLC is a Tulsa, OK firm with $235M under management, 559 clients and 8 advisers across 7 offices, as of its April 2026 filing.
Ian McLeod is an advisor and planner at Sustainable Advisors Alliance. Since 2004 he has worked as an investment advisor and financial planner specializing in socially responsible and impact investing. In 2012 he co-founded a San Francisco-based socially responsible investing planning firm aimed at supporting working and middle-class people.
Ian McLeod’s longest registration was 7 years at Impact Investors (2018–2026). Before joining Sustainable Advisors Alliance in 2026, Ian McLeod was registered through Impact Investors and Communitas Financial Planning PBC.
- – present · under a yearSan Francisco, CA · Adviser representative · Firm CRD 312061
- Impact Investors– · 7 yearsSan Francisco, CA · Adviser representative · Firm CRD 289028
- Communitas Financial Planning PBC– · 6 yearsSan Francisco, CA · Adviser representative · Firm CRD 157708
- Financial West Group– · 4 yearsBerkeley, CA · Adviser representative · Firm CRD 16668
- The Social Equity Group, Inc.– · 7 yearsBerkeley, CA · Adviser representative · Firm CRD 123747
- Financial West Investment Group, Inc.– · 1 yearBerkeley, CA · Adviser representative · Firm CRD 16668
Professional designations
Listed by Sustainable Advisors Alliance
- Certified Financial Planner™ Professional (CFP®)
- Accredited Investment Fiduciary® (AIF®)
- Certified Investment Management Analyst™ Professional (CIMA®)
Investment adviser representative registrations
Ian McLeod is registered as an investment adviser representative in 2 states. Each was approved in June 2026.
- CaliforniaSince 10 June 2026
- TexasSince 7 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 14 July 2004 |
| Series 7 | General Securities Representative Examination | 2 June 2004 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Ian Bernard McLeod
- CRD
- 4608041
- Firm
- Sustainable Advisors Alliance · CRD 312061
- Office
- San Francisco, CA
- Registration
- Investment adviser registration
- In the industry since
- December 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sustainableadvisorsalliance.com
Where does Ian McLeod work?
Ian McLeod is an investment adviser representative registered through Sustainable Advisors Alliance LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Ian McLeod a financial advisor?
Yes. Ian McLeod has a current investment-adviser registration in California and Texas, through Sustainable Advisors Alliance since June 2026.
How many years of experience does Ian McLeod have?
Ian McLeod has 21 years in the financial industry, since December 2004, across 5 adviser firms.
What exams has Ian McLeod passed?
Ian McLeod has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2004.
Where did Ian McLeod work before Sustainable Advisors Alliance?
Before Sustainable Advisors Alliance, Ian McLeod was registered through Communitas Financial Planning PBC, January 2012 to September 2018; Financial West Group, April 2007 to December 2011; The Social Equity Group, Inc., January 2005 to January 2012; Financial West Investment Group, Inc., December 2004 to December 2005.
Where is Ian McLeod based?
Ian McLeod’s registered office is in San Francisco, CA.
Is Ian McLeod registered with FINRA?
No. Ian McLeod has no current broker registration.
Is Ian McLeod a CFP?
Sustainable Advisors Alliance lists Ian McLeod with the CFP credential (“Certified Financial Planner™ Professional (CFP®)”) on its website. CFP Board confirms certification status.
Source: Ian McLeod biography, sustainableadvisorsalliance.com
How can I verify Ian McLeod’s record?
Search CRD 4608041 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ian McLeod’s full registration record.
