Adam Mckay

Adam Mckay Email and Phone Number

CPA / Financial Adviser @ Cetera Investment Advisers, LLC
el segundo, california, united states
Adam Mckay's Location
Tampa, Florida, United States, United States
Adam Mckay's Contact Details
About Adam Mckay

My professional experience and background includes accounting, tax planning and consulting for professional service and manufacturing and distribution groups. I am a Certified Public Accountant in the State of Florida, a Registered Securities Representative and an Investment Advisor Representative.Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera firms are under separate ownership from any other named entity.; Home offices at 21450 American Lane, #650, Schaumburg, IL 60173; phone 888.528.2987. Securities registered/licensed in: Alabama, Colorado, Florida, Georgia, Kansas, Maine, Massachusetts, New York, North Carolina, Ohio, South Carolina and Tennessee.Cetera Financial Specialists, LLC. Branch #537, located at 5422 Bay Center Drive, Suite 130, Tampa, FL 33609. P 813-286-7946 F 813-286-3777. adam.mckay@ceterafs.comState of Florida, Life, Health and Variable Annuity (FL 2-15) - License #W459318State of Georgia, Life, Health and Variable Annuity - License #3489584State of Kansas, Life, Health and Variable Annuity - NPN #18655389Specialties: • Consulting and tax advisory services, including tax savings and deferral planning• Income tax, gift tax and estate tax planning• Entity selection and setup• Review and analysis of retirement plans, stock and mutual fund holdings• Setup and consulting regarding SIMPLE IRA, SEP IRA and 401(k) plans for businesses• Investment consultation and recommendations, including fee-based asset management• Consulting regarding traditional and Roth IRA retirement plans for individuals

Adam Mckay's Current Company Details
Cetera Investment Advisers, LLC

Cetera Investment Advisers, Llc

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CPA / Financial Adviser
el segundo, california, united states
Website:
cetera.com
Employees:
935
Adam Mckay Work Experience Details
  • Cetera Investment Advisers, Llc
    Investment Adviser Representative
    Cetera Investment Advisers, Llc Dec 2010 - Present
    Tampa, Fl
    Investment Advisory Services relating to brokerage accounts, including review of current portfolio and advice regarding investment selection, portfolio allocation and diversification, tax considerations and other investment related services. Fee based asset management.
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  • Cetera Financial Specialists, Llc
    Registered Securities Representative
    Cetera Financial Specialists, Llc Aug 2010 - Present
    Tampa, Fl
    Consultation and recommendations regarding brokerage related services, including but not limited to stock, muutal funds, bond, and unit investment trusts. Advice related to tax deferral and retirement planning. Business investment related retirement account establishment and recommendation. Wealth Accumulation and other lifestyle preservation strategies.
  • Nelson & Mckay Cpas, Llc
    Partner
    Nelson & Mckay Cpas, Llc Jan 2010 - Present
    Tampa, Fl
    Full Service Tax and Accounting firm located in the Westshore District of Tampa. We offer an array of tax services including but not limited to, bookkeeping, financial accounting assistance, write-up, sales and excise tax services, payroll services, Federal and State Income Tax Compliance. To enhance our services we also assist our clients with Financial Planning, including succession planning and Asset Management Consulting.Nelson & McKay CPAs, LLC is not a corporate affiliate of Cetera Financial Specialists, LLC or Cetera Investment Advisers, LLC.
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  • Pender Newkirk & Company
    Tax Manager
    Pender Newkirk & Company Jun 2005 - Jan 2010
    -Supervision of Staff and Senior Tax Accountants-Review of Corporate, Partnership, and Individual Tax Returns-Manufacturing and Distribution-New Client Generation/Marketing
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  • Metlife
    Accounting Consultant
    Metlife Jun 2004 - Jun 2005
    Separate Accounts:Preparation and review of Statutory Green Books, Financial Statement Review and Analysis, and merger w/ Traveler's Life & Annuity
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  • Aegon
    Senior Accountant
    Aegon Aug 2001 - Jun 2004
    Transfer Agent Liason - Broker Dealer/Life Insurance Co.Commission Accountant
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Adam Mckay Skills

Finance Accounting Tax Financial Planning Strategic Financial Planning Investments Income Tax Cpa Financial Planners Mergers And Acquisitions Management Retirement Planning Financial Accounting Retirement Asset Management Mutual Funds Financial Analysis Insurance Financial Reporting Tax Preparation

Adam Mckay Education Details

Frequently Asked Questions about Adam Mckay

What company does Adam Mckay work for?

Adam Mckay works for Cetera Investment Advisers, Llc

What is Adam Mckay's role at the current company?

Adam Mckay's current role is CPA / Financial Adviser.

What is Adam Mckay's email address?

Adam Mckay's email address is am****@****cpa.com

What is Adam Mckay's direct phone number?

Adam Mckay's direct phone number is +172768*****

What schools did Adam Mckay attend?

Adam Mckay attended University Of South Florida, University Of South Florida - College Of Business Administration.

What are some of Adam Mckay's interests?

Adam Mckay has interest in Investing, Playing Basketball, Exercising, I Also Love Mountain Biking, Fishing.

What skills is Adam Mckay known for?

Adam Mckay has skills like Finance, Accounting, Tax, Financial Planning, Strategic Financial Planning, Investments, Income Tax, Cpa, Financial Planners, Mergers And Acquisitions, Management, Retirement Planning.

Who are Adam Mckay's colleagues?

Adam Mckay's colleagues are Kris Gillmore, Daisy Cervantes, Sagar Chandra, Ben Huhner, Ramses Losier, Csscs, Donna Donahue, Julie Landry Moeller.

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