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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant28 years in industry

ROBERT RICHARD CORDEAU

Advisor at MCLEAN ASSET MANAGEMENT CORP.

Milford, NH | TYSONS, VA

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Search this name across graphsid dfx:ria:ee3a7352-624a-d0f7-2eba-83bb6e318035

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Aug 3, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MCLEAN ASSET MANAGEMENT CORP.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 20, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S65|S63
First exam: Feb 20, 1998
First registration: Aug 3, 2004
Dual registered: no
Other names: ROB CORDEAU
IAPD individual key: 3007592

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MCLEAN ASSET MANAGEMENT CORP.	Independent wealth	Jan 3, 2023	n/a	yes	TYSONS, VA\|Milford, NH	Current employment
AURELIUS FAMILY OFFICE, LLC	Independent wealth	Oct 3, 2022	Jan 3, 2023	no	BEDFORD, NH	Previous registration
MCLEAN ASSET MANAGEMENT CORP.	Independent wealth	Oct 23, 2009	Dec 31, 2022	no	BEDFORD, NH	Previous registration
THE HARBOR GROUP, INC.	Independent wealth	May 2, 2006	Oct 26, 2009	no	BEDFORD, NH	Previous registration
FOCUS CAPITAL WEALTH MANAGEMENT, INC.	Former SEC adviser	Aug 3, 2004	Apr 1, 2005	no	BEDFORD, NH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AURELIUS FAMILY OFFICE, LLC	MCLEAN ASSET MANAGEMENT CORP.	Jan 3, 2023	Jan 3, 2023	0	Firm change	Other
MCLEAN ASSET MANAGEMENT CORP.	AURELIUS FAMILY OFFICE, LLC	Dec 31, 2022	Oct 3, 2022	-89	Firm change after gap	RIA to new firm
THE HARBOR GROUP, INC.	MCLEAN ASSET MANAGEMENT CORP.	Oct 26, 2009	Oct 23, 2009	-3	Firm change	Other
FOCUS CAPITAL WEALTH MANAGEMENT, INC.	THE HARBOR GROUP, INC.	Apr 1, 2005	May 2, 2006	396	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
108067:323016:NH:2022-12-31	Dec 31, 2022	Oct 3, 2022	BEDFORD, NH	Firm change after gap

Relationships

Registered with (4)

→ MCLEAN ASSET MANAGEMENT CORP.Registered adviserregistration: previous registration
Oct 23, 2009 to Dec 31, 2022factForm ADV
→ AURELIUS FAMILY OFFICE, LLCRegistered adviserregistration: previous registration
Oct 3, 2022 to Jan 3, 2023factForm ADV
→ THE HARBOR GROUP, INC.Registered adviserregistration: previous registration
May 2, 2006 to Oct 26, 2009factForm ADV
→ FOCUS CAPITAL WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Aug 3, 2004 to Apr 1, 2005factForm ADV

Dated events

Occurred
Jan 3, 2023
Advisor changed firm
Robert Richard Cordeau left Aurelius Family Office, Llc for Mclean Asset Management Corp. (registered 2023-01-03)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2022
Advisor changed firm
Robert Richard Cordeau left Mclean Asset Management Corp. for Aurelius Family Office, Llc (registered 2022-10-03)
Form ADVobserved 5 days ago