Scott McKayCRD 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 15 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.
Wall Street Financial Group, Inc.
Securities America Advisors, Inc.
Northwestern Mutual Investment Services,llc
|Creative Planning||Rochester, NY||Sep 2013 - Current||4|
|Charles Schwab & Company, Inc.||Pittsford, NY||Aug 2009 - Current||8|
|Charles Schwab Bank||Pittsford, NY||Aug 2009 - Current||8|
|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|
Total Assets Under Management32,017MILLIONS
Total Number of Accounts75,991ACCOUNTS
Average Account Value$421,329
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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