Osaic Wealth
47yrs
Top advisor by experience in Worcester
19yrs
Michael MacLean
Financial advisor at LPL Financial
Michael MacLean is a fiduciary financial advisor in Worcester, Massachusetts, with 19 years in the industry. After four years at Grove Point Advisors and nine years at Morgan Stanley, Michael joined LPL Financial in 2025, a firm offering financial planning, investment management, and educational workshops. Michael holds the CFP® designation.
One of 232 advisors with offices in Worcester, and one of 213 fiduciaries.
At a glance
Experience19 years (since 2008)
How that compares ?More experience than 58% of advisors nationwide
Office1 Mercantile St., Suite 530, Worcester, MA 01608
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2025 – nowLPL Financial LLCCurrent firm
- 2021 – 2025Grove Point Advisors, LLCPreviously
- 2012 – 2021Morgan StanleyPreviously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call LPL Financial at 704-733-3300 and ask for Michael MacLean. Michael works from the Worcester, MA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2008, about 19 years. More experience than 58% of advisors nationwide.
What licenses does Michael hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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