Unclaimed Profile

Lawrence Philip Mckay

EMPACTFUL LLC·RUMSON, New Jersey

SIE, Series 7CFAClean record7 years registeredEMPACTFUL LLC

80 S. WARD AVE, RUMSON, NJ 07760CRD# 6615678Firm CRD# 298742

Profile Verification

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

Identity

Lawrence Philip Mckay · RUMSON, NJ

Registration

CRD #6615678 · EMPACTFUL LLC · 7 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EMPACTFUL LLC

EMPACTFUL

Dec 2018 – Aug 2020

Rumson, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Registration record

First registered · December 6, 2018

Years registered · 7

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EMPACTFUL LLC

CRD 298742 · SEC 801-114225

AUM

$320K

Regulatory assets under management

Employees

2 client accounts

Services offered by EMPACTFUL LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EMPACTFUL LLC →

Introduction

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Frequently Asked Questions

What services does Lawrence Philip Mckay offer?

Lawrence Philip Mckay specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Lawrence Philip Mckay's credentials?

Lawrence Philip Mckay holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Lawrence Philip Mckay located?

Lawrence Philip Mckay is based in RUMSON, New Jersey, last registered with EMPACTFUL LLC.

How does Lawrence Philip Mckay charge for services?

Lawrence Philip Mckay's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EMPACTFUL LLC?

EMPACTFUL LLC has approximately 2 employees and manages $320K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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