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WM

William C. Mcnary

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CRD#: 1509639
WM

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.

William Clifford Mcnary, who also goes by Cliff Mcnary, W Clifford Mcnary, William C Jr Mcnary, William Clifford Mcnary Jr, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1986. William had worked at 6 firms and has passed the Series 65, Series 66, Series 63, Series 7, Series 22, Series 6 and Series 24 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Cliff Mcnary | W Clifford Mcnary | William C Jr Mcnary | William Clifford Mcnary Jr

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

May 3, 2012 - November 25, 2013

RAYLIANT ASSET MANAGEMENT, LLC

RIA
CRD#: 150978
PITTSBURGH, PA
Past

October 22, 2008 - February 13, 2009

DOO FINANCIAL US, INC.

BD
CRD#: 24409
FORT WORTH, TX
Past

January 4, 2006 - October 25, 2006

BLUE VASE CAPITAL MANAGEMENT

RIA
CRD#: 133447
WASHINGTON, PA
Past

October 26, 2005 - October 4, 2006

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
WASHINGTON, PA
Past

October 24, 2005 - October 4, 2006

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
WASHINGTON, PA
Past

February 22, 2005 - December 31, 2005

BLUE VASE SECURITIES, LLC

RIA
CRD#: 46765
WASHINGTON, PA
Past

January 31, 2005 - October 24, 2005

BLUE VASE SECURITIES, LLC

BD
CRD#: 46765
WASHINGTON, PA
Past

June 2, 1986 - October 18, 1990

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145

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: 4/13/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 2/16/2005
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/19/2005
General Securities Principal Examination

Current Firm


RA
RAYLIANT ASSET MANAGEMENT, LLC
FUSION CAPITAL MANAGEMENT, LLC | RAYLIANT ASSET MANAGEMENT, LLC | FUSION INVESTMENT GROUP, LLC DBA RAYLIANT ASSET MANAGEMENT | FUSION INVESTMENT GROUP, LLC

CRD#: 150978 / SEC#: 801-70495

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Contact information


Main Address
6000 Town Center Boulevard Suite 170, Canonsburg, PA 15317
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

RAM ADV PART 2A (3/29/2019)

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


RAYLIANT ASSET MANAGEMENT, LLC

CRD#: 150978

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