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Brian Michael Bass

McLean Asset Management Corp.

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About Brian Michael Bass

Brian Bass is a financial advisor with over 10 years of experience in the industry. Brian is currently registered with McLean Asset Management Corp. in Virginia and Maryland. Brian has a Series 66, Series 7, and SIE license. Prior to joining McLean Asset Management Corp., Brian was with Cetera Advisors LLC and UBS Financial Services Inc. Brian is a Certified Financial Planner and helps clients with financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.

Firm Information

Brian Bass is currently registered with McLean Asset Management Corp.. McLean Asset Management Corp. is a registered investment advisor based in Tysons, Virginia. The firm offers financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals, businesses, and pooled investment vehicles. McLean Asset Management Corp. has approximately $819.2 million in regulatory assets under management.
McLean Asset Management Corp.

1900 GALLOWS ROAD

TYSONS, VA 22182

$819.20M

Assets Under Management

2

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Bass’s Registration & Firm History

VA

07/12/2021 - Present

McLean Asset Management Corp. (TYSONS VA)

MD

06/17/2015 - 07/09/2021

CETERA ADVISORS LLC (REISTERSTOWN MD)

MD

05/15/2014 - 07/01/2015

UBS FINANCIAL SERVICES INC. (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 06/12/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Michael Bass.
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