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Mccann Wealth Strategies,Inc. CRD 155646
$26.3M regulatory AUM 66 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1040 Benner Pike Suite 1, State College, PA 16801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2012-10-09 |
| MD | RA | APPROVED | 2012-09-19 |
| PA | RA | APPROVED | 2012-09-19 |
Branch Locations
1040 Benner Pike Suite 1, State College, PA 16801 • United States
25 Chestnut Street, Georgetown, DE 19947 • United States
3435 Market Street, Camp Hill, PA 17011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mccann Wealth Strategies, Inc. | State College | PA | 01/2011 | Present |
| Mccann Financial Services, Inc. | State College | PA | 01/2011 | Present |
1. MCCANN WEALTH STRATEGIES - INVESTMENT RELATED - 1040 BENNER PIKE SUITE 1/STATE COLLEGE PA - INSURANCE SALES - PRESIDENT - 2011 - 40 HRS/MO - ALL DURING TRADING - SALE OF INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-04 |
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