Lauren
Squeglia
Mclean Asset Management Corp
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About this Advisor
Lauren Squeglia is a financial advisor who works out of Bedford, New Hampshire who has 2 years of industry experience. Squeglia is currently employed by Mclean Asset Management Corp. Throughout their career, they have worked at Linsco Private Ledger and Mclean Asset Management Corporation. Squeglia holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to serve investors in New Hampshire. Mclean Asset Management Corp is a financial advisory firm that has its headquarters in Vienna, VA. The company has offices in six locations and a total of 26 employees. It administers $884 million in total assets across its 2,057 customer accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm advises four charities and foundations. Of its 2,057 client accounts, 48% belong to high-net-worth clients who have at least $1 million in investable assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on which services the firm provides the client. Fee types billed by Mclean Asset Management Corp can be comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mclean Asset Management Corp Brokerage Details
$883,990,338
26
2,057
$429,747
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Lauren Squeglia Work History
Lauren has been registered as a financial advisor for 2 years.*
Mclean Asset Management Corporation
Linsco Private Ledger
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lauren Squeglia to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mclean Asset Management Corp
Vienna, VA
Vienna, VA
Vienna, VA
Vienna, VA
Vienna, VA
Vienna, VA
Vienna, VA
Vienna, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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