Holly Mackay is a CFP-designated registered investment advisor, based in Kensington, MD, with 34 years of industry experience. Holly is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Kensington, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
Cetera Investment Advisers LLC
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
Capital One Financial Advisors LLC
Capital One Investment Services LLCBroker
Chevy Chase Financial Services
Chevy Chase Financial ServicesBroker
State Registrations15 states
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
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