DM
DM

David Scott Mclaren

10 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
3,136 clients
Average Client Portfolio
$767K average
Assets Under Management
$2.4B

Fee Structure

Financial Planning:Investment management only
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Location

385 South Street, Shrewsbury, MA, 01545

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

David is the president and a CPA for McLaren and Associates, CPAs, PC, an accounting firm providing tax and consulting services. He dedicates nearly full-time hours to this business during trading hours.

Employment History
Current Registrations
The Patriot Financial Group, LLC
May 2015 - Present · 10 yrs 9 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.
David Scott Mclaren - Financial Advisor | TrueAdvisor