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Andrew Mccay

18 Years of Experience
Auburn, AL
BrokerSells Insurance

Andrew Mccay is a registered investment advisor at Cetera Investment Advisers LLC, based in Auburn, AL, with 18 years of industry experience. Andrew 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

Auburn, AL

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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 ActivitiesSells Insurance

Andrew is an insurance agent selling life, fixed annuities, and long-term care insurance. He also works as a financial professional for Totus Wealth Management, LLC and as President/Financial Professional for Kodiak Wealth, LLC, both taking about a quarter of his time each. Finally, he spends minimal time as a referrer for Gig Worker Solutions.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Cetera Advisors LLC
April 2022 - March 2024 · 1 yr 11 mos
Morgan StanleyBroker
July 2016 - April 2022 · 5 yrs 9 mos
Morgan Stanley
July 2016 - April 2022 · 5 yrs 9 mos
Bbva Securities INC.Broker
May 2013 - July 2016 · 3 yrs 2 mos
Bbva Wealth Solutions INC.
August 2012 - July 2016 · 3 yrs 11 mos
Bbva Compass Investment Solutions, INCBroker
May 2012 - May 2013 · 1 yr
Wells Fargo Advisors, LLC
June 2008 - September 2010 · 2 yrs 3 mos
Wells Fargo Advisors, LLCBroker
February 2008 - September 2010 · 2 yrs 7 mos
Nylife Securities LLCBroker
May 2006 - January 2008 · 1 yr 8 mos
State Registrations4 states
ALGATXVA
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.