Gordon M. Mccay
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
MOUNT PLEASANT, SC
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CRD#: 6033110
Professional summary
Gordon Michael Mccay, CFP®, who also goes by Gordon Mccay, Michael Mccay, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Mount Pleasant, South Carolina and FIDELITY BROKERAGE SERVICES LLC located in Mount Pleasant, South Carolina.
Gordon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Gordon has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
I partner with my clients to develop well integrated financial plans by understanding their unique needs and preferences so that they can feel confident they have a clearly defined plan that helps them pursue their goals and dreams. Over the past 17 years I have worked in various positions that have given me the deep knowledge and experience needed to help clients navigate the challenges and opportunities Financial Markets can bring when trying to achieve very important retirement goals.
Question & Answer
What are your service offerings?
Insurance Planning
Employee and Employer Plan Ben...
Estate Planning
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Gordon Mccay | Michael Mccay
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.
CRS (Client Relationship Summary) - RIA
Click below to view Gordon Michael Mccay'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®
CFP®
Start date: 2017
Education
College of Charleston
Bachelor of Science (BS) - Business Administration & Accounting
1999
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 75 Port City Landing Suite 410, Mount Pleasant, SC 29464RIA
CRD#: 104555
MOUNT PLEASANT, SC
Current
August 21, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 75 Port City Landing Suite 410, Mount Pleasant, SC 29464BD
CRD#: 7784
Mount Pleasant, SC
Past
August 27, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MOUNT PLEASANT, SC
Past
February 14, 2018 - August 15, 2019
VANGUARD ADVISERS, INC.
RIA
CRD#: 106715
Charlotte, NC
Past
February 14, 2018 - August 15, 2019
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
CHARLOTTE, NC
Past
October 25, 2017 - January 3, 2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
CHARLOTTE, NC
Past
October 25, 2017 - January 3, 2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
CHARLOTTE, NC
Past
June 7, 2016 - June 19, 2017
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
COLUMBIA, SC
Past
February 6, 2013 - May 18, 2016
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
COLUMBIA, SC
Past
May 7, 2012 - June 19, 2017
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
COLUMBIA, SC
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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
Alabama(12/6/2022)
RR
Arizona(5/3/2024)
RR
California(3/23/2021)
RR
Colorado(2/12/2021)
RR
Connecticut(2/9/2021)
RR
Florida(8/21/2019)
RR
Georgia(8/21/2019)
RR
Illinois(3/1/2024)
RR
Indiana(10/17/2019)
RR
Maryland(10/26/2021)
RR
Massachusetts(1/7/2021)
RR
Michigan(10/7/2019)
RR
Montana(4/20/2022)
RR
Nevada(8/20/2024)
RR
New Hampshire(4/7/2021)
RR
New Jersey(2/9/2021)
RR
New York(3/5/2021)
RR
North Carolina(2/9/2021)
RR
Ohio(5/9/2022)
RR
Pennsylvania(3/4/2022)
RR
Rhode Island(3/25/2023)
RR
South Carolina(8/21/2019)
IAR
South Carolina(3/31/2025)
RR
South Dakota(9/29/2023)
RR
Tennessee(4/5/2022)
RR
Texas(1/25/2024)
IAR
Texas(3/31/2025)
RR
Vermont(2/25/2021)
RR
Virginia(5/5/2022)
RR
Washington(3/1/2024)
RR
Wisconsin(7/8/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
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.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Mount Pleasant, SCTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
