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John Drew McClellan

Investment Adviser Representative at U. S. BOSTON CAPITAL CORPORATION

Carlisle, MACRD #6623538Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
States Registered
35 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 35 states
ArizonaCaliforniaColoradoConnecticutDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIowaMaineMarylandMassachusettsMichiganMinnesotaMontanaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaTexasUtahVermontVirginiaWashingtonWisconsin
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/15/2016
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 79
Investment Banking Registered Representative Examination
Passed 10/5/2017
Series 7
General Securities Representative Examination
Passed 6/1/2016

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $1M or portion thereof0.75%
Next $1M or portion thereof0.60%
Next $3M or portion thereof0.55%
Next $5M or portion thereof0.45%
Next $15M or portion thereof0.40%
Next $25M or portion thereof0.25%
Over $50M0.10%
Source

U. S. Boston Capital Corporation Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

U. S. BOSTON CAPITAL CORPORATIONCurrent
5/15/2024Carlisle, MA
U. S. BOSTON CAPITAL CORPORATIONCurrent
6/1/2016Carlisle, MA
PEAR TREE PARTNERS, LP
7/7/20219/18/2025Lincoln, MA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at U. S. BOSTON CAPITAL CORPORATION

3 other advisors in the directory

View U. S. BOSTON CAPITAL CORPORATION firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Drew McClellan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

John Drew McClellan - Financial Advisor in Carlisle, MA | AdvisorFinder