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Mark Moshier McClean

Cascadia Capital, LLC

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About Mark Moshier McClean

Mark Moshier McClean is a registered investment advisor with Cascadia Capital, LLC. Mark obtained his Series 63, Series 79TO, and SIE licenses and is registered in both Texas and Washington. Mark has been in the financial services industry since July 30, 2023. Mark's current role with Cascadia Capital, LLC began on July 31, 2023. Mark works out of the Austin, TX office.

Firm Information

Mark McClean is currently registered with Cascadia Capital, LLC. Cascadia Capital, LLC is a Limited Liability Company formed on December 4, 2000. The firm is registered in 9 states, including California, Georgia, Minnesota, New York, Ohio, South Carolina, Tennessee, Texas, and Washington. Cascadia Capital, LLC also has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

65

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.

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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Mark McClean’s Registration & Firm History

TX

07/31/2023 - Present

Cascadia Capital, LLC (AUSTIN TX)

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Licenses & Designations

BC

Issued 08/05/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/31/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 05/19/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Moshier McClean.
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