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Keith Russell Mccullough

CRD# 4040767·Registered 1999 - 2025
Previously Registered: Being a previously registered professional could mean that Keith 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.

Professional Summary

Keith Russell Mccullough, who also goes by Keith R Mccullough, was a registered financial advisor. Keith was a previously registered financial professional and started their career in finance 1999 - 2025. Keith had worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Keith R Mccullough

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Videos & Posts

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

27 years in the financial services industry

Current & Past Employments

HEDGEYE RISK MANAGEMENT, LLC·CRD# 147272
RIA
Stamford, CT
January 10, 2017 - April 15, 2025
HEDGEYE RISK MANAGEMENT, LLC·CRD# 147272
RIA
Stamford, CT
November 4, 2010 - December 31, 2016
CREDIT SUISSE SECURITIES (USA) LLC·CRD# 816
BD
New York, NY
October 12, 1999 - September 15, 2000

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Current Firm

HR
HEDGEYE RISK MANAGEMENT, LLC

HEDGEYE RISK MANAGEMENT, LLC | RESEARCH EDGE, LLC | POTOMAC RESEARCH GROUP BY HEDGEYE

CRD#: 147272

Contact Information

Main Address

1 High Ridge Park 3rd Floor, Stamford, CT 06905-1322

Phone Number

(203) 562-6500

# of Employees

79

Documents

Latest Form ADV

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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.

In addition to his role as Hedgeye's head macro analyst, Mr. McCullough has served as the firm's Chief Executive Officer since inception. Additionally, Mr. McCullough is a founding member of Seven7, LLC, a venture capital enterprise, since inception in September 2016. As a founding member, Mr. McCullough advises the management team focused on sourcing early stage company investment opportunities. Mr. McCullough is compensated through his equity ownership in Research Edge, LLC, which holds an equity ownership interest in Seven7, LLC. The number of hours Mr. McCullough dedicates in any given month to Seven7, LLC is extremely variable, but is typically less than 10 hours per month (which may include during and after securities trading hours. Seven7, LLC shares a physical address with Hedgeye. Seven7, LLC is an investment-related business, in the sense that it seeks investment opportunities for its own capital. Seven7, LLC does not manage the investments of others, nor does it provide any brokerage services. In January 2020 Sierpinski Capital Management, LLC began managing money. Mr. McCullough holds an ownership interest in Sierpinski Capital Management. Mr. McCullough does not have investment-related responsibilities in Sierpinski Capital Management, nor does he have discretion or control over the investment decisions of the manager or funds managed by the manager. Mr. McCullough owns and operates 6157297 Canada, Inc. d/b/a McCullough Capital Management ("MCM"). MCM is incorporated in Canada and in the business of acquiring and holding real estate assets. In January 2023, MCM began charging rental fees on property within its portfolio. Mr. McCullough does not engage in any day-to-day activities associated with the operation of MCM during ordinary business hours and the operations are not investment related activities other than a general expectation that the properties held within in the portfolio may appreciate over time.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2010About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1999About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Oct 1999About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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