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Emily Suzanne Mccay

MCCAY WEALTH ADVISORY LLC·MANCHESTER, Tennessee
Series 65Clean record8 years registeredMCCAY WEALTH ADVISORY LLC
624 N WOODLAND STREET, MANCHESTER, TN 37355CRD# 6288399Firm CRD# 286503

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Emily Suzanne Mccay · MANCHESTER, TN
Registration
CRD #6288399 · MCCAY WEALTH ADVISORY LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

MCCAY WEALTH ADVISORY LLC
Jan 2020 – present
MCCAY WEALTH ADVISORY LLC
Nov 2017 – Nov 2019
MANCHESTER, TN
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 29, 2017
Years registered · 8
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 →
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05

Frequently Asked Questions

What services does Emily Suzanne Mccay offer?
Emily Suzanne Mccay specializes in Financial Planning, Investment Management. Contact their office in MANCHESTER, Tennessee for a consultation.
What are Emily Suzanne Mccay's credentials?
Emily Suzanne Mccay is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Emily Suzanne Mccay located?
Emily Suzanne 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 Emily Suzanne Mccay charge for services?
Emily Suzanne 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.
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Other Advisors at MCCAY WEALTH ADVISORY LLC

Brent Alan 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)
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