Adam Mckay is a registered investment advisor at Cetera Investment Advisers LLC, based in Tampa, FL, with 15 years of industry experience. Adam 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
Firm Size
IM Fee
Assets Under Management
Location
5422 Bay Center Drive, Suite 130, Tampa, FL, 33609
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adam is a partner and CPA at Nelson & McKay CPAs, LLC, DBA TrustSource Tax & Financial Services, focusing on tax preparation, planning, bookkeeping, and accounting. He dedicates about a quarter of his time to this role, with a significant portion during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations14 states
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