Gavin A. Mcnally

PRIMORIS WEALTH ADVISORS

North Palm Beach, FL 33403

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CRD#: 3193647

Professional summary

Gavin Andrew Mcnally, CFP® is a registered financial advisor currently at PRIMORIS WEALTH ADVISORS, LLC located in North Palm Beach, Florida.

Gavin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Gavin has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gavin Andrew Mcnally'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: 2021

Experience

Current

November 2, 2016 - Present

PRIMORIS WEALTH ADVISORS, LLC

Office #1: 9250 Alternate A1a Suite A, North Palm Beach, FL 33403

RIA

CRD#: 125567

North Palm Beach, FL

Past

August 10, 2010 - August 3, 2016

J.P. MORGAN SECURITIES LLC

CRD#: 79

PALM BEACH, FL

Past

April 12, 1999 - August 26, 2003

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

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".

PRIMORIS WEALTH ADVISORS, LLC

PRIMORIS CAPITAL MANAGEMENT, LLC | PRIMORIS WEALTH ADVISORS, LLC

CRD#: 125567 / SEC#: 801-119740

RIA

Registered Investment Advisory firm - (11/6/2020 Approved)

Connecticut

Registered Investment Advisory firm - (2/23/2021 Terminated)

Florida

Registered Investment Advisory firm - (2/22/2021 Terminated)

New York

Registered Investment Advisory firm - (2/22/2021 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

Florida
(11/2/2016)

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 65

Date: 10/28/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/13/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/3/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/9/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/9/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PRIMORIS WEALTH ADVISORS, LLC

PRIMORIS CAPITAL MANAGEMENT, LLC | PRIMORIS WEALTH ADVISORS, LLC

CRD#: 125567 / SEC#: 801-119740

RIA

Registered Investment Advisory firm - (11/6/2020 Approved)

Connecticut

Registered Investment Advisory firm - (2/23/2021 Terminated)

Florida

Registered Investment Advisory firm - (2/22/2021 Terminated)

New York

Registered Investment Advisory firm - (2/22/2021 Terminated)

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Contact information

Main Address

9250 Alternate A1a Suite A, North Palm Beach, FL 33403

Mailing Address

Phone number

(561) 296-0796

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PRIMORIS BROCHURE - FORM ADV, PART 2A (3/15/2025)

Regulatory assets under management

Total Number of Accounts	493
AUM (Assets Under Management)	$ 196,805,283

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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Firm Stability Insights

Gavin A. Mcnally

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gavin Andrew Mcnally's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.P. MORGAN SECURITIES LLC

BANC ONE SECURITIES CORPORATION

Primary Firm SEC Registration

PRIMORIS WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/28/2016

Series 63

Date: 9/13/2010

SIE

Date: 8/3/2016

Series 7

Date: 8/9/2010

Series 6

Date: 4/9/1999

Current Firm

PRIMORIS WEALTH ADVISORS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PRIMORIS WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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