MM
CFA
MM
CFA
Michael Mckee
27 Years of Experience
Saint Petersburg, FL
2 Disclosures
Michael Mckee is a CFA-designated registered investment advisor at Mac Investment Management, based in Saint Petersburg, FL, with 27 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 23 clients with $41M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$41.4M
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Location
Saint Petersburg, FL
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Regulatory History (2)
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Regulatory
January 2020Final
Regulatory
February 1994Final
Employment History
Current Registrations
Mac Investment Management
September 2009 - Present · 16 yrs 7 mos
Previous Registrations
Raymond James & Associates, INC.Broker
October 1983 - May 1994 · 10 yrs 7 mos
State Registrations1 state
FL
Advisor
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.