Andrew G. Mckay

CROSS BORDER WEALTH

New York, NY 10169

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CRD#: 3116765

Professional summary

Andrew Graham Mckay, who also goes by Andrew G Juckes, Juckes Mckay, is a registered financial advisor currently at CROSS BORDER WEALTH, LLC located in New York, New York.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Andrew has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrew G Juckes | Juckes Mckay

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) - RIA

Click below to view Andrew Graham Mckay'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®

None

Experience

Current

July 26, 2024 - Present

CROSS BORDER WEALTH, LLC

Office #1: 230 Park Avenue 4th Floor West, New York, NY 10169

RIA

CRD#: 288330

New York, NY

Past

April 29, 2024 - July 5, 2024

SKYBOUND WEALTH MANAGEMENT USA, LLC

RIA

CRD#: 313358

Dubai,

Past

December 3, 2021 - June 10, 2022

CUSO FINANCIAL SERVICES, L.P.

RIA

CRD#: 42132

Boulder, CO

Past

December 3, 2021 - June 10, 2022

CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132

Boulder, CO

Past

June 5, 2019 - April 6, 2021

EDWARD JONES

RIA

CRD#: 250

DENVER, CO

Past

February 25, 2019 - April 6, 2021

EDWARD JONES

CRD#: 250

DENVER, CO

Past

December 2, 2016 - January 17, 2019

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

May 1, 2015 - April 27, 2016

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

January 29, 2008 - May 22, 2013

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

Past

September 14, 2007 - October 2, 2007

OLD MUTUAL CAPITAL

RIA

CRD#: 131405

DENVER, CO

Past

October 1, 2004 - October 2, 2007

OLD MUTUAL INVESTMENT PARTNERS

CRD#: 44916

BOSTON, MA

Past

August 23, 2000 - September 27, 2004

TRANSAMERICA CAPITAL, LLC

CRD#: 8217

DENVER, CO

Past

September 16, 1998 - July 13, 2000

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

CRD#: 7834

NEW YORK, NY

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".

CROSS BORDER WEALTH, LLC

CROSS BORDER WEALTH | CROSS BORDER WEALTH, LLC | CROSS BORDER WEALTH ADVISORS, LLC

CRD#: 288330 / SEC#: 801-114158

RIA

Registered Investment Advisory firm - (10/16/2018 Approved)

Connecticut

Registered Investment Advisory firm - (10/26/2018 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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(7/26/2024)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/4/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/29/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/5/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/15/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CROSS BORDER WEALTH, LLC

CROSS BORDER WEALTH | CROSS BORDER WEALTH, LLC | CROSS BORDER WEALTH ADVISORS, LLC

CRD#: 288330 / SEC#: 801-114158

RIA

Registered Investment Advisory firm - (10/16/2018 Approved)

Connecticut

Registered Investment Advisory firm - (10/26/2018 Terminated)

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Contact information

Main Address

230 Park Avenue 4th Floor West, New York, NY 10169

Mailing Address

Phone number

(646) 688-5333

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (10/17/2025)

Regulatory assets under management

Total Number of Accounts	463
AUM (Assets Under Management)	$ 138,847,646

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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Advisor Monitoring

Firm Stability Insights

Andrew G. Mckay

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Graham Mckay's CRS (Customer Relationship Summary).

Certified licenses

Experience

SKYBOUND WEALTH MANAGEMENT USA, LLC

CUSO FINANCIAL SERVICES, L.P.

CUSO FINANCIAL SERVICES, L.P.

EDWARD JONES

EDWARD JONES

OSAIC WEALTH, INC.

LPL FINANCIAL LLC

GUARDIAN INVESTOR SERVICES LLC

OLD MUTUAL CAPITAL

OLD MUTUAL INVESTMENT PARTNERS

TRANSAMERICA CAPITAL, LLC

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

Primary Firm SEC Registration

CROSS BORDER WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/4/2019

Series 63

Date: 3/29/2005

SIE

Date: 10/1/2018

Series 7

Date: 7/5/2005

Series 6

Date: 9/15/1998

Current Firm

CROSS BORDER WEALTH, LLC

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CROSS BORDER WEALTH, LLC

TRUST BUT VERIFY

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