HM
CFP
HM
CFP

Holly Mackay

33 Years of Experience
Kensington, MD
Broker

Holly Mackay is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Kensington, MD, with 33 years of industry experience. Holly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Kensington, MD

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Holly is a member of Gamland LLC, a family real estate property business, dedicating minimal time to management committee meetings. She also works full-time as a Private Wealth Advisor for Mackay Wealth Management.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
January 2025 - Present · 1 yr 4 mos
Cetera Investment Advisers LLC
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Osaic Fa, INC.
December 2012 - January 2025 · 12 yrs 1 mo
Osaic Fa, INC.Broker
December 2012 - January 2025 · 12 yrs 1 mo
Capital One Investment Services LLCBroker
April 2010 - December 2012 · 2 yrs 8 mos
Capital One Financial Advisors LLC
April 2010 - December 2012 · 2 yrs 8 mos
Chevy Chase Financial Services
June 1994 - May 2010 · 15 yrs 11 mos
Chevy Chase Financial ServicesBroker
July 1992 - May 2010 · 17 yrs 10 mos
State Registrations15 states
CACTDCFLGAILMDMTNJNYRIUTVAWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.