MM
Mckenny W. Macgill
Some features on this profile are disabled
CRD#: 4192108
MM
Professional summary
Being a previously registered professional could mean that this person 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.
Mckenny Willis Macgill was a registered financial professional .
Mckenny is a previously registered financial professional and started their career in finance in 2000. Mckenny had worked at 7 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
No
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.
BEECH REALTY LLC, INV. RELATED, BALTIMORE, MD, 100% OWNERSHIP, START 10/2/10, 2 HRS PER MONTH, 0 HRS DURING TRADING., SWANN FARM LLC, INV RELATED, BALTIMORE, MD, 33% OWNERSHIP, START 1/07, 1 HR PER MONTH, 0 HRS DURING TRADING., 855 W. 36TH STREET LLC, INV RELATED, BALTIMORE, MD, 100% OWNERSHIP, START 3/16, 0 HRS PER MONTH, 0 HRS DURING TRADING HOLDS RENTAL PROPERTY, 2024 ST. PAUL STREET, LLC, INV RELATED, BALTIMORE, MD, OWNER, START 12/17, 1 HR PER MONTH, 0 HRS DURING TRADING., HOLDS REAL ESTATE. RENTAL PROPERTY, INV. RELATED, BALTIMORE, MD,100% OWNERSHIP, START 9/10, 2 HRS PER MONTH, 0 HRS DURING TRADING., RENTAL PROPERTY, INV. RELATED, BALTIMORE, MD, 100% OWNERSHIP, START 1/09, 2 HRS PER MONTH, 0 HRS DURING TRADING., RENTAL PROPERTY, INV. RELATED, BALTIMORE, MD, 100% OWNERSHIP, START 1/10, 2 HRS PER MONTH, 0 HRS DURING TRADING., RENTAL PROPERTY, INV. RELATED, BALTIMORE, MD, 100% OWNERSHIP, START 1/11, 2 HRS PER MONTH, 0 HRS DURING TRADING., RENTAL PROPERTY, INV. RELATED, BALTIMORE, MD, 100% OWNERSHIP, START 6/11, 2 HRS PER MONTH, 0 HRS DURING TRADING., RENTAL PROPERTY, INV. RELATED, BALTIMORE, MD, 100% OWNERSHIP, START 2/16, 2 HRS PER MONTH, 0 HRS DURING TRADING., RENTAL PROPERTY, INV. RELATED, BALTIMORE, MD, 100% OWNERSHIP, START 1/13, 2 HRS PER MONTH, 0 HRS DURING TRADING., RENTAL PROPERTY, INV. RELATED, BALTIMORE, MD, 100% OWNERSHIP, START 1/14, 2 HRS PER MONTH, 0 HRS DURING TRADING., 36 AURORA LLC, INV RELATED, EASTON, MD, 100% OWNERSHIP, START 2/28/19, NUMBER OF HOURS PER MONTH 1, NUMBER OF HOURS DURING TRADING 0, RENTAL PROPERTY, INV RELATED, EASTON, MD, 100% OWNERSHIP, START 2/28/19, NUMBER OF HOURS PER MONTH 1, NUMBER OF HOURS DURING TRADING 0, 33RD ST. LLC, INV RELATED, BALTIMORE, MD, 100% OWNERSHIP, START 2/5/21, 4 HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS RENTAL PROPERTY. RENTAL PROPERTY, INV RELATED, BALTIMORE, MD, 100% OWNERSHIP, START 2/9/21, 4 HOURS PER MONTH, ZERO HOURS DURING TRADING. BAYSHORE REALTY 45 LLC POSITION: Managing Member NATURE: Owns residential rental properties on S Washington St, Easton, MD INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/10/2021 ADDRESS: Easton MD, United States DESCRIPTION: Owner BAYSHORE REALTY 144 LLC POSITION: Managing Member NATURE: Owns a residential rental property on S Washington St, Easton, MD INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/31/2021 ADDRESS: Easton MD, United States DESCRIPTION: Owner BEECH REALTY LLC POSITION: Managing Member NATURE: Owns the following residential rental properties: Berry St, Baltimore, MD; Roland Ave, Baltimore, MD; W. 36th St, Baltimore, MD; Keswick Rd, Baltimore, MD; Darby St, Baltimore, MD; W. 28th St, Baltimore, MD; & Elsa Terrace, Baltimore, MD INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2009 ADDRESS: Baltimore MD, United States DESCRIPTION: Owner 855 W 36TH LLC POSITION: Managing Member NATURE: Owns a residential rental property located on W 36th St, Baltimore, Md. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: Baltimore MD, United States DESCRIPTION: Owner ST PAUL ST LLC POSITION: Managing member NATURE: Owns residential rental property located on St Paul St in Baltimore, MD INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: Baltimore MD, United States DESCRIPTION: Owner 33RD ST LLC POSITION: Managing member NATURE: Owns residential rental property located on E 33rd St Baltimore Md. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/28/2020 ADDRESS: Baltimore MD, United States DESCRIPTION: Owner BAYSHORE REALTY - DOVER LLC POSITION: Owner NATURE: Residential Rental Apts INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2024 ADDRESS: Baltimore MD, United States DESCRIPTION: Owner.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
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
Past
September 14, 2021 - January 16, 2025
TRUIST ADVISORY SERVICES, INC.
RIA
CRD#: 283390
BALTIMORE, MD
Past
September 14, 2021 - January 16, 2025
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
BALTIMORE, MD
Past
February 6, 2009 - September 22, 2021
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
BALTIMORE, MD
Past
December 5, 2007 - September 22, 2021
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
BALTIMORE, MD
Past
September 11, 2003 - December 31, 2005
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
BALTIMORE, MD
Past
September 11, 2003 - December 31, 2005
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
May 1, 2003 - May 20, 2003
M&T SECURITIES, INC.
BD
CRD#: 17358
BALTIMORE, MD
Past
January 2, 2002 - September 2, 2003
WILMINGTON TRUST INVESTMENT ADVISORS, INC.
RIA
CRD#: 106909
BALTIMORE, MD
Past
December 17, 2001 - May 1, 2003
ALLFIRST BROKERAGE CORPORATION
BD
CRD#: 17531
BALTIMORE, MD
Past
March 21, 2001 - October 1, 2001
HOEFER & ARNETT, INCORPORATED
BD
CRD#: 10883
SAN FRANCISCO, CA
Past
May 30, 2000 - March 16, 2001
ALLFIRST BROKERAGE CORPORATION
BD
CRD#: 17531
BALTIMORE, MD
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".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
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.
