Career
Michael Mcclary has been Chief Investment Officer of Valmark Advisers since January 2010. Michael Mcclary is a control person of the firm and directly owns under 5% of it.
Valmark Advisers Inc is an Akron, OH firm with $10.2B under management, 14,890 clients and 280 advisers across 157 offices, as of its June 2026 filing.
- Bosshard Investment Management Co., LLC– · under a yearAkron, OH · Adviser representative · Firm CRD 138851
- Bosshard Investment Management Co., LLC– · 3 yearsAkron, OH · Adviser representative · Firm CRD 138851
- Valmark Advisers, Inc.Current– present · 21 yearsAkron, OH · Adviser representative · Firm CRD 108050
Credentials and registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Florida | Approved | 16 December 2005 |
| Indiana | Approved | 23 September 2024 |
| Maine | Approved | 17 July 2012 |
| Massachusetts | Approved | 6 January 2006 |
| Michigan | Approved | 25 March 2011 |
| Minnesota | Approved | 21 January 2014 |
| New York | Approved | 6 April 2021 |
| North Carolina | Approved | 30 May 2024 |
| Ohio | Approved | 7 December 2004 |
| Virginia | Approved | 3 January 2008 |
| Wisconsin | Approved | 5 November 2007 |
- Status
- Approved
- Status
- Approved
- Status
- Approved
- Status
- Approved
- Status
- Approved
- Status
- Approved
- Status
- Approved
- Status
- Approved
- Status
- Approved
- Status
- Approved
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 14 December 2005 |
| Series 24 | General Securities Principal Examination | 30 August 2004 |
| Series 7 | General Securities Representative Examination | 14 June 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Michael Andrew Mcclary
- CRD
- 4802823
- Office
- 130 SPRINGSIDE DRIVE, Akron, OH 44333
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Michael Mcclary work?
Michael Mcclary has been Chief Investment Officer of Valmark Advisers Inc since January 2010, and is a control person of the firm.
Is Michael Mcclary a financial advisor?
Yes. Michael Mcclary has a current investment-adviser registration in Florida, Indiana, Maine, Massachusetts, Michigan, Minnesota, New York, North Carolina, Ohio, Virginia and Wisconsin, through Valmark Advisers since December 2004.
How many years of experience does Michael Mcclary have?
Michael Mcclary has 22 years in the financial industry, since June 2004, across 2 adviser firms.
What exams has Michael Mcclary passed?
Michael Mcclary has passed 3 licensing exams: the Series 7, Series 24 and Series 66. The earliest, the Series 7, was passed in June 2004. FINRA credited Michael Mcclary with the SIE, which began in October 2018.
Where is Michael Mcclary based?
Michael Mcclary’s registered office is in Akron, OH.