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Timothy P Mckee

STEWART CAPITAL ADVISORS, LLC·INDIANA, Pennsylvania
Clean record3 years registeredSTEWART CAPITAL ADVISORS, LLC
800 PHILADELPHIA STREET, INDIANA, PA 15701CRD# 5281206Firm CRD# 134012

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy P Mckee · INDIANA, PA
Registration
CRD #5281206 · STEWART CAPITAL ADVISORS, LLC · 3 years registered
Brand Profile
Not yet started
01

Career History

STRATOS WEALTH PARTNERS, LTD
Mar 2023 – present
02

Registrations & Exams

Registration record
First registered · March 1, 2023
Years registered · 3
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STEWART CAPITAL ADVISORS, LLC
CRD 134012 · SEC 801-64212
AUM
$1.1B
Regulatory assets under management
Employees
10
1,090 client accounts
Services offered by STEWART CAPITAL ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
View all advisors at STEWART CAPITAL ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Timothy P Mckee offer?
Timothy P Mckee specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in INDIANA, Pennsylvania for a consultation.
What are Timothy P Mckee's credentials?
Timothy P Mckee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy P Mckee located?
Timothy P Mckee is based in INDIANA, Pennsylvania, working with STEWART CAPITAL ADVISORS, LLC. Their office serves clients in the INDIANA metropolitan area and surrounding communities.
How does Timothy P Mckee charge for services?
Timothy P Mckee'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 STEWART CAPITAL ADVISORS, LLC?
STEWART CAPITAL ADVISORS, LLC has approximately 10 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STEWART CAPITAL ADVISORS, LLC

Jason Van Doren Forman
INDIANA, PA
Michelle Lee Sears
INDIANA, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)
City Guides
PITTSBURGH GuidePHILADELPHIA GuideWAYNE GuideRADNOR GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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