Unclaimed Profile

David Ritchie Mckee

ACCORDANT ADVISORY GROUP, INC.·ANNAPOLIS, Maryland

SIE, Series 7, Series 24, Series 51, Series 63, Series 65CFPClean record25 years registeredACCORDANT ADVISORY GROUP, INC.

309 THIRD STREET, ANNAPOLIS, MD 21403-2509CRD# 2512331Firm CRD# 117474

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Ritchie Mckee · ANNAPOLIS, MD

Registration

CRD #2512331 · ACCORDANT ADVISORY GROUP, INC. · 25 years registered

Brand Profile

Not yet started

Career History

ACCORDANT ADVISORY GROUP, INC.

Nov 2000 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · November 20, 2000

Years registered · 25

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ACCORDANT ADVISORY GROUP, INC.

CRD 117474 · SEC 801-111762

AUM

$235M

Regulatory assets under management

Employees

570 client accounts

Services offered by ACCORDANT ADVISORY GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ACCORDANT ADVISORY GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does David Ritchie Mckee offer?

David Ritchie Mckee specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ANNAPOLIS, Maryland for a consultation.

What are David Ritchie Mckee's credentials?

David Ritchie Mckee holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Ritchie Mckee located?

David Ritchie Mckee is based in ANNAPOLIS, Maryland, working with ACCORDANT ADVISORY GROUP, INC.. Their office serves clients in the ANNAPOLIS metropolitan area and surrounding communities.

How does David Ritchie Mckee charge for services?

David Ritchie Mckee's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ACCORDANT ADVISORY GROUP, INC.?

ACCORDANT ADVISORY GROUP, INC. has approximately 3 employees and manages $235M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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