Samuel E. Mckee

ACCORDANT ADVISORY GROUP

ANNAPOLIS, MD 21403-2509

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CRD#: 7394597

Professional summary

Samuel Edward Mckee, who also goes by Sam Mckee, Samuel E Mckee, is a registered financial advisor currently at ACCORDANT ADVISORY GROUP, INC. located in Annapolis, Maryland.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Samuel has worked at 1 firm and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sam Mckee | Samuel E Mckee

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 Samuel Edward 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®

None

Experience

Current

June 7, 2025 - Present

ACCORDANT ADVISORY GROUP, INC.

Office #1: 309 Third Street, Annapolis, MD 21403-2509

RIA

CRD#: 117474

ANNAPOLIS, 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".

ACCORDANT ADVISORY GROUP, INC.

ACCORDANT ADVISORY GROUP, INC. | BSG FINANCIAL SERVICES, INC.

CRD#: 117474 / SEC#: 801-111762

RIA

Registered Investment Advisory firm - (9/28/2017 Approved)

Maryland

Registered Investment Advisory firm - (10/18/2017 Terminated)

Texas

Registered Investment Advisory firm - (9/28/2017 Terminated)

Virginia

Registered Investment Advisory firm - (9/28/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Maryland
(6/7/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/6/2025

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 11/14/2024

Securities Industry Essentials Examination

Current Firm

ACCORDANT ADVISORY GROUP, INC.

ACCORDANT ADVISORY GROUP, INC. | BSG FINANCIAL SERVICES, INC.

CRD#: 117474 / SEC#: 801-111762

RIA

Registered Investment Advisory firm - (9/28/2017 Approved)

Maryland

Registered Investment Advisory firm - (10/18/2017 Terminated)

Texas

Registered Investment Advisory firm - (9/28/2017 Terminated)

Virginia

Registered Investment Advisory firm - (9/28/2017 Terminated)

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Contact information

Main Address

309 Third Street, Annapolis, MD 21403-2509

Mailing Address

Phone number

(410) 348-1499

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (2/13/2026)

Regulatory assets under management

Total Number of Accounts	471
AUM (Assets Under Management)	$ 277,973,372

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.

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Samuel E. Mckee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Edward Mckee's CRS (Customer Relationship Summary).

Certified licenses

Experience

ACCORDANT ADVISORY GROUP, INC.

Primary Firm SEC Registration

ACCORDANT ADVISORY GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/6/2025

SIE

Date: 11/14/2024

Current Firm

ACCORDANT ADVISORY GROUP, INC.

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ACCORDANT ADVISORY GROUP, INC.

TRUST BUT VERIFY

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