Scott McKay, financial advisor Rochester NY
96 score

Scott McKay

CRD Number: 4607626
Current Firm: Creative Planning

Scott McKay (CRD# 4607626) is an Investment Advisor Representative working at Creative Planning in Rochester, NY and has over 13 years of experience in the finance industry. Scott McKay has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Creative Planning Rochester, NY Sep 2013 - Current 3
Charles Schwab & Company, Inc. Pittsford, NY Aug 2009 - Current 7
Charles Schwab Bank Pittsford, NY Aug 2009 - Current 7
Chase Investment Services Corp Rochester, NY Apr 2008 - Aug 2009 1
Merrill Lynch, Pierce, Fenner & Smith Inc. Fort Walton Beach, FL Nov 2002 - Apr 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2003
Contact Info for Scott P. McKay
Phone Number: 913-338-2727
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    18,577
    MILLIONS
  • Total Number of Accounts
    53,389
    ACCOUNTS
  • Average Account Value
    $347,963
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
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, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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