Paula Friedman has been Managing Principal and CEO of McLean Asset Management since January 2017, is not listed as a control person, but directly owns under 5% of the firm. Paula Friedman holds an M.B.A. from Ithaca College, a B.S. in Planned Studies from Ithaca College and an Accounting Certificate from the University of Maryland.
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.
Paula Friedman is CEO and Managing Principal of McLean Asset Management. She joined McLean in 2013 and guides the firm's strategy while ensuring that its culture remains as strong as its client relationships. Earlier in her career she was a recruiter.
Paula Friedman’s longest registration is the current one, 13 years at McLean Asset Management since 2013. Before joining McLean Asset Management in 2013, Paula Friedman was registered through Glass Jacobson Investment Advisors, LLC.
- – present · 13 yearsTysons, VA · Adviser representative · Firm CRD 108067
- Glass Jacobson Investment Advisors, LLC– · 5 yearsOwings Mills, MD · Adviser representative · Firm CRD 120141
Professional designations
Listed by McLean Asset Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Investment Fiduciary® (AIF®)
- Certified Plan Fiduciary Advisor (CPFA)
Investment adviser representative registrations
Paula Friedman is registered as an investment adviser representative in Virginia, since January 2013.
- VirginiaSince 9 January 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 November 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Paula Bonnie Friedman
- CRD
- 5439229
- Firm
- McLean Asset Management · CRD 108067
- Role
- Managing Principal and CEO
- Office
- 1900 GALLOWS ROAD, SUITE 350, Tysons, VA 22182
- Registration
- Investment adviser registration
- In the industry since
- November 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mcleanam.com
Where does Paula Friedman work?
Paula Friedman has been Managing Principal and CEO of McLean Asset Management Corporation since January 2017.
Is Paula Friedman a financial advisor?
Yes. Paula Friedman has a current investment-adviser registration in Virginia, through McLean Asset Management since January 2013.
How many years of experience does Paula Friedman have?
Paula Friedman has 18 years in the financial industry, since November 2007, across 2 adviser firms.
What exams has Paula Friedman passed?
Paula Friedman passed the Series 65 in November 2007.
Where did Paula Friedman work before McLean Asset Management?
Before McLean Asset Management, Paula Friedman was registered through Glass Jacobson Investment Advisors, LLC, November 2007 to December 2012.
Where is Paula Friedman based?
Paula Friedman’s registered office is in Tysons, VA.
Is Paula Friedman registered with FINRA?
No. Paula Friedman has no current broker registration.
Is Paula Friedman a CFP?
McLean Asset Management lists Paula Friedman with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: PAULA FRIEDMAN, MBA, CFP®, AIF®, CPFA biography, mcleanam.com
How can I verify Paula Friedman’s record?
Search CRD 5439229 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paula Friedman’s full registration record.
