AdvisorOS Directory
Claim Profile
Unclaimed Profile
BM

Brent Alan Mccay

MCCAY WEALTH ADVISORY LLC·MANCHESTER, Tennessee
SIE, Series 7, Series 24, Series 66Clean record19 years registeredMCCAY WEALTH ADVISORY LLC
624 N WOODLAND STREET, MANCHESTER, TN 37355CRD# 5251087Firm CRD# 286503

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brent Alan Mccay · MANCHESTER, TN
Registration
CRD #5251087 · MCCAY WEALTH ADVISORY LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

MCCAY WEALTH ADVISORY LLC
Mar 2017 – present
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Oct 2011 – Mar 2017
MANCHESTER, TN
EDWARD JONES
Mar 2007 – Oct 2011
MANCHESTER, TN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · March 13, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MCCAY WEALTH ADVISORY LLC
CRD 286503 · SEC 801-114039
AUM
$284M
Regulatory assets under management
Employees
9
571 client accounts
Services offered by MCCAY WEALTH ADVISORY LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MCCAY WEALTH ADVISORY LLC →
Introduction

Speak with Brent

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brent is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MANCHESTER?

Browse all registered financial advisors in MANCHESTER, Tennessee or claim this profile if it's yours.

Browse MANCHESTER AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Brent Alan Mccay offer?
Brent Alan Mccay specializes in Financial Planning, Investment Management. Contact their office in MANCHESTER, Tennessee for a consultation.
What are Brent Alan Mccay's credentials?
Brent Alan Mccay is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brent Alan Mccay located?
Brent Alan Mccay is based in MANCHESTER, Tennessee, working with MCCAY WEALTH ADVISORY LLC. Their office serves clients in the MANCHESTER metropolitan area and surrounding communities.
How does Brent Alan Mccay charge for services?
Brent Alan Mccay's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MCCAY WEALTH ADVISORY LLC?
MCCAY WEALTH ADVISORY LLC has approximately 9 employees and manages $284M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at MCCAY WEALTH ADVISORY LLC

Emily Suzanne Mccay
MANCHESTER, TN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Tennessee
MEMPHIS (221)NASHVILLE (158)KNOXVILLE (98)BRENTWOOD (93)CHATTANOOGA (59)FRANKLIN (53)JACKSON (18)GERMANTOWN (10)KINGSPORT (8)JOHNSON CITY (7)
City Guides
MEMPHIS GuideNASHVILLE GuideKNOXVILLE GuideBRENTWOOD GuideCHATTANOOGA Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
Request removal of this profile