WebMccay Wealth Advisory, Llc sponsers an employee benefit plan and files Form 5500-SF short form annual return/report. As per our records, the last return (form 5500-SF) was filed for year 2024. The contact number for Mccay Wealth Advisory, Llc is … Web12 apr. 2024 · Firm Details for MCCAY WEALTH ADVISORY LLC, Location: Tennessee, AUM = 195553970.00, Last Form ADV Filed : 12-April-2024, Officers: CASEY, EMILY, SUZANNE, MCCAY ...
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WebInvestments such as Real Estate Investment Trusts (REIT) make it possible for smaller investors to participate in various sectors of real estate. Similar to mutual funds, REITs, invest in a portfolio of properties in either the commercial market or multi-family residential market. All of these investments entail market risk which means there is ... WebCRD Number: 5251087. Current Firm: Mccay Wealth Advisory LLC. Brent McCay (CRD# 5251087) is an Investment Advisor Representative working at Mccay Wealth Advisory LLC in Manchester, TN and has over 16 years of experience in the finance industry. CONTACT. Similar Advisors. Patrick J. Blair. CRD# 2653243. Cambridge Investment Research … sage business planning software
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WebMccay Wealth Advisory LLC is a registered investment company that has its headquarters in Manchester, Tennessee. It has a total of six financial advisors. It has $196 million in assets among its 1,500 client accounts, making it one of the mid-sized firms in the nation by assets under management. WebWesley Cook Client Assistance Specialist at McCay Wealth Advisory, LLC McMinnville, Tennessee, United States 24 connections Web14 dec. 2024 · Brent Mccay is a financial advisor in Manchester, TN. He has been in practice for 11 years, the last 6 years at Mccay Wealth Advisory LLC. No Certifications. … sage business payroll login