CM
Clyde J. Mckay
CETERA INVESTMENT ADVISERS LLC
FEASTERVILLE, PA 19053
Some features on this profile are disabled
CRD#: 3131369
CM
Professional summary
Clyde Joseph Mckay, who also goes by Cj Mckay, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Feasterville, Pennsylvania and CETERA WEALTH SERVICES, LLC located in Feasterville, Pennsylvania.
Clyde is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Clyde has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cj 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.
1) Clyde J. McKay~1039 Mill Creek DR~Feasterville~PA~19053~Independent Insurance Agent~Insurance Sales Agent~1/4/2010~1hrs~1hrs~I will be receiving commissions as a agent for providing health insurance benefits. 2) McKay DeRito & CO. ~1039 Mill Creek Dr.~Feasterville~PA~19053~Rental Property Owner/Management~Partner/General Partner~1/1/1981~1hrs~0hrs~Property Management 3) MCKAY DERITO & CO., LLC ~1039 Mill Creek Dr.~Feasterville~PA~19053~Tax Preparation/Accounting~Partner/General Partner~8/1/2004~160hrs~160hrs~CPA 4) WASHINGTON CROSSING UNITED METHODIST CHURCH POSITION: Council Member NATURE: I server on the church council. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 1895 Wrightstown Rd., Washington Crossing PA 18977, United States DESCRIPTION: The council is the governing board of the church that is responsible managing the affairs of the church. 5) MCKAY, DERITO & POLLOCK, LLC POSITION: CPA / Independent Consultant NATURE: McKay, DeRito & Pollock, LLC is a CPA firm that provides tax and accounting services. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 01/02/2024 ADDRESS: 1039 Mill Creek Drive, Feasterville PA 19053, United States DESCRIPTION: Effective 01/02/2024, my business partner, Louis DeRito and I sold our CPA firm to James Pollock, CPA. As a result of the sale my involvement is related to helping with the preparation of individual income tax returns, reviewing financial statements and managing client relationships to facilitate the transition.
CRS (Client Relationship Summary) - RIA
Click below to view Clyde Joseph Mckay's 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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1039 Mill Creek Dr., Feasterville, PA 19053RIA
CRD#: 105644
FEASTERVILLE, PA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1039 Mill Creek Drive, Feasterville, PA 19053BD
CRD#: 13572
FEASTERVILLE, PA
Past
September 17, 1999 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
FEASTERVILLE, PA
Past
December 16, 1998 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
FEASTERVILLE, PA
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)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.RR
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
RR
Delaware(9/5/2025)
RR
Florida(9/5/2025)
RR
Kentucky(9/5/2025)
RR
New Jersey(9/5/2025)
RR
Ohio(9/5/2025)
RR
Pennsylvania(9/5/2025)
IAR
Pennsylvania(9/5/2025)
RR
Tennessee(9/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
