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Marney Mckee

Marney Mckee

NOBLE FAMILY WEALTH | Financial Advisor
CLEARWATER, FL 33763
Some features on this profile are disabled
CRD#: 6852654
Marney Mckee

Professional summary

Marney Mckee, CFP®, who also goes by Marney Barbour, Marney Mason, Marney Moore, is a registered financial advisor currently at NOBLE FAMILY WEALTH located in Clearwater, Florida.

Marney is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Marney has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

Marney Barbour | Marney Mason | Marney Moore

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 Marney Mckee'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: 2019

Experience

Current

April 8, 2026 - Present

NOBLE FAMILY WEALTH

Office #1: 2475 Enterprise Rd., Clearwater, FL 33763
RIA
CRD#: 315152
CLEARWATER, FL
Past

June 30, 2023 - March 31, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
CLEARWATER, FL
Past

June 29, 2023 - March 31, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CLEARWATER, FL
Past

January 3, 2019 - July 5, 2023

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
Stuart, FL
Past

December 19, 2017 - July 5, 2023

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
Stuart, FL

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".
NF
NOBLE FAMILY WEALTH
NOBLE FAMILY WEALTH | NOBLE FAMILY WEALTH, LLC

CRD#: 315152 / SEC#: 801-121626

RIA
Registered Investment Advisory firm - (6/25/2021 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.

Highlighted states indicate IAR registrations

IAR
Florida
(4/8/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/21/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/19/2017
General Securities Representative Examination

Current Firm

NF
NOBLE FAMILY WEALTH
NOBLE FAMILY WEALTH | NOBLE FAMILY WEALTH, LLC

CRD#: 315152 / SEC#: 801-121626

RIA
Registered Investment Advisory firm - (6/25/2021 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
2475 Enterprise Rd., Clearwater, FL 33763
Mailing Address
Phone number
(727) 674-1462
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NOBLE FAMILY WEALTH BROCHURE (3/12/2025)

Regulatory assets under management

Total Number of Accounts426
AUM (Assets Under Management)$ 400,587,021

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/16/2025
Cover Page
Report
01/03/2023
Cover Page
Report

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

NOBLE FAMILY WEALTH

Financial AdvisorCRD#: 315152Clearwater, FL 33763

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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