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Catrina Lynn Rastonis

McLean Asset Management Corp.

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About Catrina Lynn Rastonis

Catrina Rastonis is a financial advisor with McLean Asset Management Corp. Catrina has been in the industry for over 12 years and has a strong track record of success. Catrina holds both Series 7 and Series 66 securities licenses and is also a Certified Financial Planner™. Catrina is passionate about helping her clients achieve their financial goals. She offers a variety of financial planning services, including portfolio management, retirement planning, and estate planning.

Firm Information

Catrina Rastonis 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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Catrina Rastonis’s Registration & Firm History

NH

05/23/2024 - Present

McLean Asset Management Corp. (Hooksett NH)

NH

03/25/2011 - 10/16/2017

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

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Licenses & Designations

BOTH

Issued 01/10/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/04/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/16/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Catrina Lynn Rastonis. Review regulatory record here.
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