Gordon Michael Mccay

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2012 → 06/2017
  Fidelity Brokerage Services, Llc
  Jacksonville, FL
• 10/2017 → 12/2017
  Wells Fargo Advisors Financial Network, Llc
  Charlotte, NC
• 06/2017 → 09/2017
  Robert Half Management Resources
  Charlotte, NC
• 01/2018 → 08/2019
  The Vanguard Group, Inc.
  Charlotte, NC
• 08/2019 → Present
  Fidelity Brokerage Services Llc
  Hilton Head Island, SC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2019-08-27 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Hilton Head Island, SC
  Mount Pleasant, SC
• 2018-02-14 → 2019-08-15
  Vanguard Advisers, Inc.
  Charlotte, NC
• 2017-10-25 → 2018-01-03
  Wells Fargo Advisors Financial Network, Llc
  Charlotte, NC
• 2013-02-06 → 2017-06-19
  Strategic Advisers Llc
  Jacksonville, FL
  Columbia, SC

Exams

• S66 Uniform Combined State Law Examination
  2013-01-28
• S63 Uniform Securities Agent State Law Examination
  2012-05-11

Designations

• Certified Financial Planner

Other Names

• Michael Mccay
• Gordon Michael Mccay
• Gordon Mccay