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GM

Gar B. Mccray

Some features on this profile are disabled
CRD#: 1368968
GM

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gar Blake Mccray was a registered financial professional .

Gar is a previously registered financial professional and started their career in finance in 1985. Gar had worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

October 23, 2018 - February 7, 2025

VANDERBILT ADVISORY SERVICES

RIA
CRD#: 116537
Tierra Verde, FL
Past

October 22, 2018 - December 1, 2025

VANDERBILT SECURITIES, LLC

BD
CRD#: 5953
Tierra Verde, FL
Past

September 28, 2018 - October 9, 2018

J. W. COLE ADVISORS, INC.

RIA
CRD#: 112294
Livonia, MI
Past

September 28, 2018 - October 9, 2018

J.W. COLE FINANCIAL, INC.

BD
CRD#: 124583
Livonia, MI
Past

November 6, 2013 - September 28, 2018

TLG ADVISORS, INC.

RIA
CRD#: 111052
LIVONIA, MI
Past

October 22, 2012 - September 28, 2018

THE LEADERS GROUP, INC.

BD
CRD#: 37157
Livonia, MI
Past

August 7, 2012 - October 26, 2012

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
NORTHVILLE, MI
Past

September 13, 2007 - May 15, 2008

FORTUNE FINANCIAL SERVICES, INC.

BD
CRD#: 42150
MONACA, PA
Past

September 21, 2004 - September 2, 2005

CROWN CAPITAL SECURITIES, L.P.

BD
CRD#: 6312
ORANGE, CA
Past

January 4, 2001 - October 3, 2002

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
MINNEAPOLIS, MN
Past

April 2, 1999 - December 31, 2000

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
MINNEAPOLIS, MN
Past

January 5, 1996 - December 31, 1998

SIGMA FINANCIAL CORPORATION

BD
CRD#: 14303
ANN ARBOR, MI
Past

January 20, 1992 - January 17, 1996

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

January 14, 1991 - December 31, 1991

PLANNED INVESTMENTS INC.

BD
CRD#: 5066
ATLANTA, GA
Past

July 5, 1985 - January 18, 1991

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VA
VANDERBILT ADVISORY SERVICES
4KAST ADVISORS LLC | WORDEN WEALTH MANAGEMENT | WILLIAMS CAPITAL CORPORATION | WEALTH MARK ADVISORY SERVICES | WEALTH MANAGEMENT STRATEGIES | WCM FINANCIAL MANAGEMENT | WARD FINANCIAL | WALSH FINANCIAL SOLUTIONS | VANDERBILT FINANCIAL GROUP WESTPORT | VANDERBILT ADVISORY SERVICES | THE RETIREMENT OPTIMIZATION GROUP | TAVERNIER WEALTH MANAGEMENT | TASK FORCE INVESTMENTS | STERLING CAPITOL LLC | SQUAW ISLAND LLC. | SKYE HARBOR FINANCIAL | SENTIGENT FINANCIAL SOLUTIONS, LLC | SENIOR WEALTH MANAGEMENT, INC. | RAINBOW INVESTMENT SOLUTIONS | QUALITY FINANCIAL CONCEPTS | PREMAC WEALTH MANAGEMENT | PREFERRED FINANCIAL GROUP | PFG INVESTMENTS, LLC | MOREAU FINANCIAL PLANNING | MMS ASSET MANAGEMENT | MASTERPIECE FINANCIAL GROUP | LUNARIA FINANCIAL | KT WEALTH MANAGEMENT | KING PLAN ADVISORY GROUP | KEYSTONE FINANCIAL EDGE INC | JACK CHITE & ASSOCIATES | J. BROWER & ASSOCIATES | INFINITE INVESTMENT STRATEGIES LLC | ILN SECURITIES LLC | HIRSCH ASSOCIATES | HARBORWISE FINANCIAL | HANSEN'S ADVISORY SERVICES | GRYPHON ASSET MANAGEMENT | GREENVEST | GARDINER PRIVATE WEALTH MANAGEMENT | FORTRESS WEALTH SOLUTIONS, LLC | FAVA WEALTH MANAGEMENT | EVANS GROUP FINANCIAL ADVISORS | ENDEAVOR FINANCIAL GROUP | EMPOWERED INVESTMENTS | CURBELO WEALTH MANAGEMENT GROUP LLC | CORNELIUS ASSET MANAGEMENT | CORE VALUE INVESTMENT GROUP | COMMON INTERESTS | CJW FINANCIAL SERVICES | CHASE KELLY | CHAMBERLAIN GROUP | CENTERED WEALTH | BRIN FINANCIAL | BAKER WEALTH MANAGEMENT | ARK FINANCIAL | AMERICAN CENTURION FINANCIAL | ALPHA WAVE ADVISORS | AFTON CAPITAL MANAGEMENT | ABUNDANCE WEALTH SOLUTIONS

CRD#: 116537 / SEC#: 801-77166

RIA
Registered Investment Advisory firm - (10/23/2012 Approved)
California
Registered Investment Advisory firm - (11/5/2012 Terminated)
Connecticut
Registered Investment Advisory firm - (11/27/2012 Terminated)
Florida
Registered Investment Advisory firm - (10/31/2012 Terminated)
Georgia
Registered Investment Advisory firm - (11/2/2012 Terminated)
Indiana
Registered Investment Advisory firm - (10/31/2012 Terminated)
Maryland
Registered Investment Advisory firm - (11/15/2012 Terminated)
Massachusetts
Registered Investment Advisory firm - (10/31/2012 Terminated)
Minnesota
Registered Investment Advisory firm - (10/31/2012 Terminated)
New Jersey
Registered Investment Advisory firm - (11/28/2012 Terminated)
New York
Registered Investment Advisory firm - (10/31/2012 Terminated)
Ohio
Registered Investment Advisory firm - (12/7/2012 Terminated)
Pennsylvania
Registered Investment Advisory firm - (11/1/2012 Terminated)
South Carolina
Registered Investment Advisory firm - (10/31/2012 Terminated)
Texas
Registered Investment Advisory firm - (10/31/2012 Terminated)
Virginia
Registered Investment Advisory firm - (10/31/2012 Terminated)
West Virginia
Registered Investment Advisory firm - (10/31/2012 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 11/20/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/15/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 8/6/2012
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 9/29/1988
Investment Company Products/Variable Contracts Principal Examination

Current Firm

VA
VANDERBILT ADVISORY SERVICES
4KAST ADVISORS LLC | WORDEN WEALTH MANAGEMENT | WILLIAMS CAPITAL CORPORATION | WEALTH MARK ADVISORY SERVICES | WEALTH MANAGEMENT STRATEGIES | WCM FINANCIAL MANAGEMENT | WARD FINANCIAL | WALSH FINANCIAL SOLUTIONS | VANDERBILT FINANCIAL GROUP WESTPORT | VANDERBILT ADVISORY SERVICES | THE RETIREMENT OPTIMIZATION GROUP | TAVERNIER WEALTH MANAGEMENT | TASK FORCE INVESTMENTS | STERLING CAPITOL LLC | SQUAW ISLAND LLC. | SKYE HARBOR FINANCIAL | SENTIGENT FINANCIAL SOLUTIONS, LLC | SENIOR WEALTH MANAGEMENT, INC. | RAINBOW INVESTMENT SOLUTIONS | QUALITY FINANCIAL CONCEPTS | PREMAC WEALTH MANAGEMENT | PREFERRED FINANCIAL GROUP | PFG INVESTMENTS, LLC | MOREAU FINANCIAL PLANNING | MMS ASSET MANAGEMENT | MASTERPIECE FINANCIAL GROUP | LUNARIA FINANCIAL | KT WEALTH MANAGEMENT | KING PLAN ADVISORY GROUP | KEYSTONE FINANCIAL EDGE INC | JACK CHITE & ASSOCIATES | J. BROWER & ASSOCIATES | INFINITE INVESTMENT STRATEGIES LLC | ILN SECURITIES LLC | HIRSCH ASSOCIATES | HARBORWISE FINANCIAL | HANSEN'S ADVISORY SERVICES | GRYPHON ASSET MANAGEMENT | GREENVEST | GARDINER PRIVATE WEALTH MANAGEMENT | FORTRESS WEALTH SOLUTIONS, LLC | FAVA WEALTH MANAGEMENT | EVANS GROUP FINANCIAL ADVISORS | ENDEAVOR FINANCIAL GROUP | EMPOWERED INVESTMENTS | CURBELO WEALTH MANAGEMENT GROUP LLC | CORNELIUS ASSET MANAGEMENT | CORE VALUE INVESTMENT GROUP | COMMON INTERESTS | CJW FINANCIAL SERVICES | CHASE KELLY | CHAMBERLAIN GROUP | CENTERED WEALTH | BRIN FINANCIAL | BAKER WEALTH MANAGEMENT | ARK FINANCIAL | AMERICAN CENTURION FINANCIAL | ALPHA WAVE ADVISORS | AFTON CAPITAL MANAGEMENT | ABUNDANCE WEALTH SOLUTIONS

CRD#: 116537 / SEC#: 801-77166

RIA
Registered Investment Advisory firm - (10/23/2012 Approved)
California
Registered Investment Advisory firm - (11/5/2012 Terminated)
Connecticut
Registered Investment Advisory firm - (11/27/2012 Terminated)
Florida
Registered Investment Advisory firm - (10/31/2012 Terminated)
Georgia
Registered Investment Advisory firm - (11/2/2012 Terminated)
Indiana
Registered Investment Advisory firm - (10/31/2012 Terminated)
Maryland
Registered Investment Advisory firm - (11/15/2012 Terminated)
Massachusetts
Registered Investment Advisory firm - (10/31/2012 Terminated)
Minnesota
Registered Investment Advisory firm - (10/31/2012 Terminated)
New Jersey
Registered Investment Advisory firm - (11/28/2012 Terminated)
New York
Registered Investment Advisory firm - (10/31/2012 Terminated)
Ohio
Registered Investment Advisory firm - (12/7/2012 Terminated)
Pennsylvania
Registered Investment Advisory firm - (11/1/2012 Terminated)
South Carolina
Registered Investment Advisory firm - (10/31/2012 Terminated)
Texas
Registered Investment Advisory firm - (10/31/2012 Terminated)
Virginia
Registered Investment Advisory firm - (10/31/2012 Terminated)
West Virginia
Registered Investment Advisory firm - (10/31/2012 Terminated)
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Contact information

Main Address
125 Froehlich Farm Blvd., Woodbury, NY 11797
Mailing Address
Phone number
(631) 845-5100
Established
Firm type
Fiscal year end
# of Employees
161

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (12/16/2025)

Regulatory assets under management

Total Number of Accounts6,470
AUM (Assets Under Management)$ 2,111,673,883

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

VANDERBILT ADVISORY SERVICES

CRD#: 116537

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