Tunisia P. Mccray
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.
Tunisia Philpot Mccray, who also goes by Tinisia Philpot Mccray, Tunisia Mccray, Tinisia Baion Philpot, Tunisia Baion Philpot, was a registered financial professional .
Tunisia is a previously registered financial professional and started their career in finance in 2001. Tunisia had worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 31, 2025 - April 23, 2025
STRATEGIC ADVISERS LLC
September 3, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
August 26, 2021 - April 23, 2025
FIDELITY BROKERAGE SERVICES LLC
March 19, 2014 - October 1, 2019
RAYMOND JAMES & ASSOCIATES, INC.
March 17, 2014 - October 1, 2019
RAYMOND JAMES & ASSOCIATES, INC.
March 21, 2012 - August 23, 2013
PNC WEALTH MANAGEMENT LLC
March 19, 2012 - August 23, 2013
PNC WEALTH MANAGEMENT LLC
January 14, 2011 - December 13, 2011
ESSEX NATIONAL SECURITIES, LLC
January 13, 2011 - December 13, 2011
ESSEX NATIONAL SECURITIES, LLC
July 9, 2010 - August 16, 2010
THRIVENT INVESTMENT MANAGEMENT INC.
June 30, 2010 - August 16, 2010
THRIVENT INVESTMENT MANAGEMENT INC.
October 18, 2007 - March 27, 2009
TRUIST INVESTMENT SERVICES, INC.
October 9, 2007 - March 27, 2009
TRUIST INVESTMENT SERVICES, INC.
February 11, 2005 - October 8, 2007
WELLS FARGO CLEARING SERVICES, LLC
February 11, 2005 - October 8, 2007
WELLS FARGO CLEARING SERVICES, LLC
October 11, 2004 - November 10, 2004
CITISTREET FINANCIAL SERVICES LLC
September 14, 2004 - November 10, 2004
CITISTREET EQUITIES LLC
January 8, 2003 - August 5, 2004
NATIONWIDE INVESTMENT SERVICES CORPORATION
August 28, 2001 - August 22, 2002
E*TRADE SECURITIES LLC
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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.
