Emily McCay has been CCO of McCay Wealth Advisory since February 2021, is a control person of the firm and directly owns under 5% 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.
- McCay Wealth Advisory LLCCurrent– present · 6 yearsManchester, TN · Adviser representative · Firm CRD 286503
Investment adviser representative registrations
Emily McCay is registered as an investment adviser representative in Tennessee, since January 2020.
- TennesseeSince 15 January 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 November 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Emily Suzanne McCay
- CRD
- 6288399
- Firm
- McCay Wealth Advisory · CRD 286503
- Role
- CCO
- Office
- 624 N WOODLAND STREET, Manchester, TN 37355
- Registration
- Investment adviser registration
- In the industry since
- January 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Emily McCay work?
Emily McCay has been CCO of McCay Wealth Advisory LLC since February 2021, and is a control person of the firm.
Is Emily McCay a financial advisor?
Yes. Emily McCay has a current investment-adviser registration in Tennessee, through McCay Wealth Advisory since January 2020.
How many years of experience does Emily McCay have?
Emily McCay has 8 years in the financial industry, since January 2018, across 1 adviser firm.
What exams has Emily McCay passed?
Emily McCay passed the Series 65 in November 2017.
Where is Emily McCay based?
Emily McCay’s registered office is in Manchester, TN.
Is Emily McCay registered with FINRA?
No. Emily McCay has no current broker registration.
How can I verify Emily McCay’s record?
Search CRD 6288399 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Emily McCay’s full registration record.