Henry McKay (CRD# 7569058) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Waban, MA and has 1 year of experience in the finance industry.
CRD# 5158798
Fidelity Personal And Workplace Advisors
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 2931470
Scs Capital Management LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westwood, MA | Jul 2023 - Current | < 1 |
Bank Of America, N.a. | Westwood, MA | Jul 2023 - Current | < 1 |
Temple University | Philadelphia, PA | Aug 2019 - May 2023 | 3 |
Bank Of America | Washington, DC | Jun 2022 - Aug 2022 | < 1 |
Vector Marketing Corporation | Boston, MA | May 2021 - Aug 2021 | < 1 |
Instacart | Boston, MA | May 2020 - Jul 2020 | < 1 |
Salt Water Events | Boston, MA | Jun 2019 - Aug 2019 | < 1 |
Milton High School | Milton, MA | Aug 2016 - May 2019 | 2 |
Blue Hills Ski Area | Canton, MA | Dec 2017 - Mar 2019 | 1 |
Pierce Middle School | Milton, MA | Jul 2013 - Jul 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- CT
- TX
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Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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