Michael McKean has been an investment adviser representative at Gilbert Greg RIA since April 2020, and is not listed among the firm’s executive officers or direct owners.
Gilbert Greg RIA, LLC is an Oakland, CA firm with $174M under management, 657 clients and 35 advisers across 35 offices, as of its May 2026 filing.
Michael McKean’s longest registration was 6 years at Securities America Advisors, Inc. (2009–2015). Before joining Gilbert Greg RIA in 2020, Michael McKean was registered through Infinity Financial Services and Securities America Advisors, Inc.
- – present · 6 yearsLivermore, CA · Adviser representative · Firm CRD 304981
- Infinity Financial Services– · 4 yearsLivermore, CA · Adviser representative · Firm CRD 144302
- Securities America Advisors, Inc.– · 6 yearsLivermore, CA · Adviser representative · Firm CRD 110518
- Brecek & Young Advisors, Inc.– · 2 yearsDanville, CA · Adviser representative · Firm CRD 40395
- United Securities Alliance, Inc.– · under a yearSan Ramon, CA · Adviser representative · Firm CRD 36487
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 15 | Foreign Currency Options Examination | 24 May 1985 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 December 1984 |
| Series 5 | Interest Rate Options Examination | 17 December 1984 |
| Series 7 | General Securities Representative Examination | 15 September 1984 |
| Series 3 | National Commodity Futures Examination | 31 October 1983 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Foreign Currency Options Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Interest Rate Options Examination
- Name
- General Securities Representative Examination
- Name
- National Commodity Futures Examination
- Full name
- Michael Craig McKean
- CRD
- 1197246
- Firm
- Gilbert Greg RIA · CRD 304981
- Office
- Livermore, CA
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 1989
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Michael McKean work?
Michael McKean is an investment adviser representative registered through Gilbert Greg RIA, LLC since April 2020, and is not listed among the firm’s executive officers or direct owners.
Is Michael McKean a financial advisor?
Yes. Michael McKean has a current investment-adviser registration, through Gilbert Greg RIA since April 2020.
How many years of experience does Michael McKean have?
Michael McKean has 37 years in the financial industry, since September 1989, across 5 adviser firms.
What exams has Michael McKean passed?
Michael McKean has passed 6 licensing exams: the Series 3, Series 7, Series 63, Series 5, Series 15 and Series 7TO. The earliest, the Series 3, was passed in October 1983. FINRA credited Michael McKean with the SIE, which began in October 2018.
Where did Michael McKean work before Gilbert Greg RIA?
Before Gilbert Greg RIA, Michael McKean was registered through Securities America Advisors, Inc., January 2009 to December 2015; Brecek & Young Advisors, Inc., March 2006 to January 2009; United Securities Alliance, Inc., September 2005 to March 2006.
Where is Michael McKean based?
Michael McKean’s registered office is in Livermore, CA.
Is Michael McKean registered with FINRA?
Yes. Michael McKean has a current broker registration, under CRD 1197246.
Source: FINRA BrokerCheck
How can I verify Michael McKean’s record?
Search CRD 1197246 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Michael McKean’s full registration record.