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Nancy Anne Banker

C.S. MCKEE, L.P.·PITTSBURGH, Pennsylvania
SIE, Series 6, Series 7, Series 26, Series 63Clean recordC.S. MCKEE, L.P.
ONE GATEWAY CENTER, PITTSBURGH, PA 15222CRD# 1312234Firm CRD# 119167

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nancy Anne Banker · PITTSBURGH, PA
Registration
CRD #1312234 · C.S. MCKEE, L.P.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 26
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
C.S. MCKEE, L.P.
CRD 119167 · SEC 801-60927
AUM
$704M
Regulatory assets under management
Employees
34
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. →
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Frequently Asked Questions

What services does Nancy Anne Banker offer?
Nancy Anne Banker specializes in Investment Management, Wealth Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.
What are Nancy Anne Banker's credentials?
Nancy Anne Banker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nancy Anne Banker located?
Nancy Anne Banker is based in PITTSBURGH, Pennsylvania, working with C.S. MCKEE, L.P.. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.
How does Nancy Anne Banker charge for services?
Nancy Anne Banker'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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Other Advisors at C.S. MCKEE, L.P.

Bryan Robert Johanson
PITTSBURGH, PA
John Christopher Melvin
PITTSBURGH, PA
Eric Matthew Fencil
PITTSBURGH, PA
Eugene Michael Natali
PITTSBURGH, PA
Robert Michael Rossi
PITTSBURGH, PA
Andrew Max Faderewski
PITTSBURGH, PA

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