DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Mary Elizabeth Mclean
Certified Financial Planner
Feed of 09/14/2026
Also filed as Mary Elizabeth Hanigan
At current firm
0 y
since Jul 6, 2026
In the industry
27 y
since Mar 31, 1999 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Integrated Wealth Concepts LLC independent RIA currentsince Jul 6, 2026 · Elmhurst, Il
- Hightower Advisors, LLC BD affiliatedOct 8, 2020 to Jul 6, 2026 · Chicago, Il
- Private Vista, LLC formerAug 2, 2016 to Nov 4, 2020 · Hinsdale, Il
- Wna Wealth Advisors, Inc. formerApr 1, 2011 to Aug 1, 2016 · Hinsdale, Il
Moves
a registration end followed by a registration begin elsewhere
- Hightower Advisors, LLC to Integrated Wealth Concepts LLCleft Jul 6, 2026, registered Jul 6, 2026 (0 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Private Vista, LLC to Hightower Advisors, LLCleft Nov 4, 2020, registered Oct 8, 2020 (-27 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Wna Wealth Advisors, Inc. to Private Vista, LLCleft Aug 1, 2016, registered Aug 2, 2016 (1 days) · Other · moved with a team
Signals
- Mary Elizabeth Mclean left Hightower Advisors, Llc for Integrated Wealth Concepts Llc (registered 2026-07-06)Jul 6, 2026 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address