David R. Mckee

ACCORDANT ADVISORY GROUP

FAIRFAX, VA 22030-7403

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CRD#: 2512331

Professional summary

David Ritchie Mckee, CFP® is a registered financial advisor currently at ACCORDANT ADVISORY GROUP, INC. located in Fairfax, Virginia and RAYMOND JAMES FINANCIAL SERVICES, INC. located in Annapolis, Maryland.

David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. David has worked at 4 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

(1)Name of Business: STRUCK TRUST FBO JANE MCKEE Address: 309 Third St, Annapolis, MD, 21403, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 04/10/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Standard TTEE powers. The beneficiary is my niece. (2)Name of Business: Xanadu 1320 LLC Address: 309 Third Street, Annapolis, MD, 21403, United States Activity Type: Business Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 01/01/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 5.5% (1/18th) shareholder

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Ritchie Mckee's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1997

Experience

Current

November 20, 2000 - Present

ACCORDANT ADVISORY GROUP, INC.

Office #1: 4035 Ridge Top Rd Ste 550, Fairfax, VA 22030-7403

RIA

CRD#: 117474

FAIRFAX, VA

Current

July 1, 1998 - Present

RAYMOND JAMES FINANCIAL SERVICES, INC.

Office #1: 309 Third Street, Annapolis, MD 21403

CRD#: 6694

Annapolis, MD

Past

July 25, 1994 - July 21, 1998

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 25, 1994 - July 21, 1998

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

ACCORDANT ADVISORY GROUP, INC.

ACCORDANT ADVISORY GROUP, INC. | BSG FINANCIAL SERVICES, INC.

CRD#: 117474 / SEC#: 801-111762

RIA

Registered Investment Advisory firm - (9/28/2017 Approved)

Maryland

Registered Investment Advisory firm - (10/18/2017 Terminated)

Texas

Registered Investment Advisory firm - (9/28/2017 Terminated)

Virginia

Registered Investment Advisory firm - (9/28/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alaska
(11/17/2010)

Arizona
(7/7/2010)

California
(7/22/1998)

Colorado
(1/4/2006)

Connecticut
(6/13/2000)

Delaware
(7/22/1998)

District of Columbia
(7/1/1998)

Florida
(3/16/1999)

Georgia
(5/6/2003)

Idaho
(1/3/2008)

Illinois
(9/18/2024)

Maine
(4/26/2021)

Maryland
(7/22/1998)

IAR

Maryland
(5/12/2016)

Massachusetts
(1/2/2009)

Michigan
(8/10/2006)

Minnesota
(1/23/2023)

Missouri
(6/19/2017)

Montana
(7/28/2006)

New Jersey
(1/5/2005)

New York
(7/22/1998)

North Carolina
(1/5/2004)

Ohio
(4/11/2007)

Pennsylvania
(8/21/1998)

South Carolina
(7/28/2006)

Tennessee
(6/23/2006)

Texas
(7/28/2006)

IAR

Texas
(10/29/2010)

Virginia
(7/1/1998)

IAR

Virginia
(11/20/2000)

Washington
(7/1/1998)

West Virginia
(7/28/2006)

Wyoming
(6/23/1999)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 8/4/1994

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/1/1994

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/22/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 3/26/2003

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 9/4/1998

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

ACCORDANT ADVISORY GROUP, INC.

ACCORDANT ADVISORY GROUP, INC. | BSG FINANCIAL SERVICES, INC.

CRD#: 117474 / SEC#: 801-111762

RIA

Registered Investment Advisory firm - (9/28/2017 Approved)

Maryland

Registered Investment Advisory firm - (10/18/2017 Terminated)

Texas

Registered Investment Advisory firm - (9/28/2017 Terminated)

Virginia

Registered Investment Advisory firm - (9/28/2017 Terminated)

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Contact information

Main Address

309 Third Street, Annapolis, MD 21403-2509

Mailing Address

Phone number

(410) 348-1499

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (2/5/2025)

Regulatory assets under management

Total Number of Accounts	398
AUM (Assets Under Management)	$ 208,429,251

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.

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David R. Mckee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Ritchie Mckee's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

ACCORDANT ADVISORY GROUP, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 8/4/1994

Series 65

Date: 8/1/1994

SIE

Date: 10/1/2018

Series 7

Date: 7/22/1994

Series 51

Date: 3/26/2003

Series 24

Date: 9/4/1998

FINRA

Current Firm

ACCORDANT ADVISORY GROUP, INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ACCORDANT ADVISORY GROUP, INC.

TRUST BUT VERIFY

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