Unclaimed Profile

Jeffrey Richard Davidek

C.S. MCKEE, L.P.·PITTSBURGH, Pennsylvania

Series 65Clean record13 years registeredC.S. MCKEE, L.P.

ONE GATEWAY CENTER, PITTSBURGH, PA 15222CRD# 5771493Firm CRD# 119167

Profile Verification

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

Identity

Jeffrey Richard Davidek · PITTSBURGH, PA

Registration

CRD #5771493 · C.S. MCKEE, L.P. · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: C.S. MCKEE, L.P.

TROUTWOOD, LLC

Feb 2020 – Nov 2020

Pittsburgh, PA

C.S. MCKEE, L.P.

Mar 2013 – Oct 2020

PITTSBURGH, PA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 1, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

C.S. MCKEE, L.P.

CRD 119167 · SEC 801-60927

AUM

$704M

Regulatory assets under management

Employees

49 client accounts

Services offered by C.S. MCKEE, L.P.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at C.S. MCKEE, L.P. →

Introduction

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Frequently Asked Questions

What services does Jeffrey Richard Davidek offer?

Jeffrey Richard Davidek specializes in Investment Management, Wealth Management.

What are Jeffrey Richard Davidek's credentials?

Jeffrey Richard Davidek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Richard Davidek located?

Jeffrey Richard Davidek is based in PITTSBURGH, Pennsylvania, last registered with C.S. MCKEE, L.P..

How does Jeffrey Richard Davidek charge for services?

Jeffrey Richard Davidek's firm is compensated through percentage of aum, other: indirect compensation (soft dollars). Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is C.S. MCKEE, L.P.?

C.S. MCKEE, L.P. has approximately 34 employees and manages $704M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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