Brent McCay has been Managing Principal of McCay Wealth Advisory since December 2016, is a control person of the firm and directly owns 75% or more of it.
McCay Wealth Advisory LLC is a Manchester, TN firm with $495M under management, 876 clients and 5 advisers across 2 offices, as of its February 2026 filing.
Brent McCay’s longest registration is the current one, 9 years at McCay Wealth Advisory since 2017. Before joining McCay Wealth Advisory in 2017, Brent McCay was registered through Wells Fargo Advisors Financial Network, LLC and Edward Jones.
- McCay Wealth Advisory LLCCurrent– present · 9 yearsManchester, TN · Adviser representative · Firm CRD 286503
- Wells Fargo Advisors Financial Network, LLC– · 5 yearsManchester, TN · Adviser representative · Firm CRD 11025
- Edward Jones– · 4 yearsManchester, TN · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Brent McCay is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from March 2017; the most recent is Louisiana, in May 2017.
- LouisianaSince 15 May 2017
- MissouriSince 9 May 2017
- TennesseeSince 20 March 2017
- TexasResidentSince 26 April 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 10 February 2012 |
| Series 66 | Uniform Combined State Law Examination | 19 January 2007 |
| Series 7 | General Securities Representative Examination | 3 January 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brent Alan McCay
- CRD
- 5251087
- Firm
- McCay Wealth Advisory · CRD 286503
- Role
- Managing Principal
- Office
- 624 N WOODLAND STREET, Manchester, TN 37355
- Registration
- Investment adviser registration
- In the industry since
- January 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does Brent McCay work?
Brent McCay has been Managing Principal of McCay Wealth Advisory LLC since December 2016, and is a control person of the firm.
Is Brent McCay a financial advisor?
Yes. Brent McCay has a current investment-adviser registration in Louisiana, Missouri, Tennessee and Texas, through McCay Wealth Advisory since March 2017.
How many years of experience does Brent McCay have?
Brent McCay has 19 years in the financial industry, since January 2007, across 3 adviser firms.
What exams has Brent McCay passed?
Brent McCay has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in January 2007. FINRA credited Brent McCay with the SIE, which began in October 2018.
Where did Brent McCay work before McCay Wealth Advisory?
Before McCay Wealth Advisory, Brent McCay was registered through Wells Fargo Advisors Financial Network, LLC, October 2011 to March 2017; Edward Jones, March 2007 to October 2011.
Where is Brent McCay based?
Brent McCay’s registered office is in Manchester, TN.
Is Brent McCay registered with FINRA?
No. Brent McCay has no current broker registration.
How can I verify Brent McCay’s record?
Search CRD 5251087 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brent McCay’s full registration record.