Andrew McKay has been an investment adviser representative at Cross Border Wealth since July 2024, and is not listed among the firm’s executive officers or direct owners.
Cross Border Wealth, LLC is a New York, NY firm with $222M under management, 531 clients and 7 advisers across 3 offices, as of its April 2026 filing.
Andrew McKay is a Senior International Investment Advisor at Cross Border Wealth, based in the firm's Lisbon, Portugal office. He has over 20 years of experience in financial services, with advisory and financial services positions across the U.S., Europe, the Middle East and Asia. He was International Investment Advisor at the firm from 2024 to 2026 and earlier a Financial Advisor at Edward Jones, Elevations Credit Union and Skybound Wealth Management.
Andrew McKay’s longest registration is the current one, 2 years at Cross Border Wealth since 2024. Before joining Cross Border Wealth in 2024, Andrew McKay was registered through Skybound Wealth Management USA, LLC and Cuso Financial Services, L.P.
- Cross Border Wealth, LLCCurrent– present · 2 yearsNew York, NY · Adviser representative · Firm CRD 288330
- Skybound Wealth Management USA, LLC– · under a yearDubai · Adviser representative · Firm CRD 313358
- Cuso Financial Services, L.P.– · under a yearBoulder, CO · Adviser representative · Firm CRD 42132
- Edward Jones– · 1 yearDenver, CO · Adviser representative · Firm CRD 250
- Old Mutual Capital– · under a yearDenver, CO · Adviser representative · Firm CRD 131405
Professional designations
Listed by Cross Border Wealth
- Level 6 certification, Chartered Institute for Securities and Investment (CISI)
Investment adviser representative registrations
Andrew McKay is registered as an investment adviser representative in Pennsylvania, since July 2024.
- PennsylvaniaSince 26 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 4 June 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 5 July 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 March 2005 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 15 September 1998 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Andrew Graham McKay
- CRD
- 3116765
- Firm
- Cross Border Wealth · CRD 288330
- Office
- 230 PARK AVENUE, 4TH FLOOR WEST, New York, NY 10169
- Registration
- Investment adviser registration
- In the industry since
- May 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- crossborder-wealth.com
Where does Andrew McKay work?
Andrew McKay is an investment adviser representative registered through Cross Border Wealth, LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Andrew McKay a financial advisor?
Yes. Andrew McKay has a current investment-adviser registration in Pennsylvania, through Cross Border Wealth since July 2024.
How many years of experience does Andrew McKay have?
Andrew McKay has 22 years in the financial industry, since May 2004, across 5 adviser firms.
What exams has Andrew McKay passed?
Andrew McKay has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in September 1998. FINRA credited Andrew McKay with the SIE, which began in October 2018.
Where did Andrew McKay work before Cross Border Wealth?
Before Cross Border Wealth, Andrew McKay was registered through Skybound Wealth Management USA, LLC, April 2024 to July 2024; Cuso Financial Services, L.P., December 2021 to June 2022; Edward Jones, June 2019 to April 2021; Old Mutual Capital, September 2007 to October 2007.
Where is Andrew McKay based?
Andrew McKay’s registered office is in New York, NY.
Is Andrew McKay registered with FINRA?
No. Andrew McKay has no current broker registration.
How can I verify Andrew McKay’s record?
Search CRD 3116765 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew McKay’s full registration record.