William McCready, financial advisor Arnold MD
93 score

William McCready

CRD Number: 1387030
Current Firm: Ssn Advisory, Inc.

William McCready (CRD# 1387030) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Arnold, MD and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Securities Service Network, Inc. Severna Park, MD Jan 2010 - Current 6
Medallion Insurance Services, LLC Severna Park, MD Jan 1999 - Dec 2009 10
Medallion Investment Services, Inc. Severna Park, MD Jan 1999 - Dec 2009 10
Medallion Advisory Services Severna Park, MD Jan 1998 - Dec 2009 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
Contact Info for William E. McCready
Phone Number: 800-264-5499
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    1,482
    MILLIONS
  • Total Number of Accounts
    8,662
    ACCOUNTS
  • Average Account Value
    $171,117
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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