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MCCLARREN FINANCIAL ADVISORS

STATE COLLEGE, PA · CRD 122147 · IAPD ↗ · 814-235-1940

$453.0MRegulatory AUM
8Advisory reps
9Employees
16Clients
251-500Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
May 2026 — MCCLARREN FINANCIAL ADVISORS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
March 2026 — MCCLARREN FINANCIAL ADVISORS now reports custody of client assets ($6.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
November 2024 — MCCLARREN FINANCIAL ADVISORS notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
June 2024 — MCCLARREN FINANCIAL ADVISORS notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
February 2024 — MCCLARREN FINANCIAL ADVISORS reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.