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Scott Stafford McLean

Sound Income Strategies, LLC

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About Scott Stafford McLean

Scott Stafford McLean is a financial advisor with Sound Income Strategies, LLC. Scott has been in the industry since 1996 and has held registrations with several firms, including PFS Investments Inc. and SICOR Securities Inc. Scott specializes in providing financial planning and portfolio management services to individuals, families, and businesses. Scott McLean is also a licensed insurance agent and specializes in fixed insurance, fixed annuities, and health insurance. Scott has offices in Fort Lauderdale, FL and Waretown, NJ.

Firm Information

Scott McLean is currently registered with Sound Income Strategies, LLC. Sound Income Strategies, LLC is an investment advisory firm based in Fort Lauderdale, Florida. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, investment companies, and pension and profit-sharing plans. They also conduct educational seminars. As of December 31, 2022, Sound Income Strategies, LLC managed approximately $3.49 billion in client assets.
Sound Income Strategies, LLC

500 W CYPRESS CREEK ROAD

FORT LAUDERDALE, FL 33309

$3.49B

Assets Under Management

68

Total Clients

94

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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Scott McLean’s Registration & Firm History

FL

11/30/2023 - Present

Sound Income Strategies, LLC (FORT LAUDERDALE FL)

NJ

07/31/2008 - 10/06/2010

SICOR SECURITIES INC (BARNEGAT NJ)

NJ

12/09/1996 - 08/01/2008

PFS INVESTMENTS INC. (BARNEGAT NJ)

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Licenses & Designations

IA

Issued 06/26/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/15/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/07/1999

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/06/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Scott Stafford McLean. Review regulatory record here.
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