Robert McKinney, financial advisor Wexford PA

Robert McKinney

CRD Number: 2312350
Current Firm: Advisors Capital Management, LLC

Robert McKinney (CRD# 2312350) is an Investment Advisor Representative working at Advisors Capital Management, LLC in Wexford, PA and has over 31 years of experience in the finance industry.

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Robert W. Baird & Company Incorporated
Company Name Location Dates Years
Advisors Capital Management, Llc D/b/a Bridgeview Wealth Wexford, PA Dec 2017 - Current 6
Lpl Financial, LLC Wexford, PA Dec 2008 - Dec 2017 9
Stratos Wealth Partners, Ltd Wexford, PA Dec 2008 - Dec 2017 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1993
S65 NASAA Investment Advisors Law Examination Oct 2009
Contact Info for Robert R. McKinney
Phone Number: 201-447-3400
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    5,602
    MILLIONS
  • Total Number of Accounts
    10,510
    ACCOUNTS
  • Average Account Value
    $532,988
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Educational seminars/workshops
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, WY

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