Unclaimed Profile

Nancy Anne Banker

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

Clean 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

Disclosure history

Clean record · no disclosure events on file

About

Nancy Anne Banker is a registered financial advisor based in PITTSBURGH, Pennsylvania, affiliated with C.S. MCKEE, L.P.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

C.S. MCKEE, L.P.

AUM

$704M

Regulatory assets under management

Employees

Total firm employees

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

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Other: INDIRECT COMPENSATION (SOFT DOLLARS)

Regulatory

SEC/IARD CRD# 1312234

Firm CRD# 119167

View on FINRA BrokerCheck →

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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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