Adam J Mckay

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 01/2010 → 06/2024
  Nelson & Mckay Cpa'S, Llc
  Tampa, FL
• 04/2010 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 08/2010 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2024 → Present
  Nelson & Mckay Cpas, Llc, Dba Trustsource Tax & Financial Servic
  Tampa, FL

Other Businesses

1) NAME OF OTHER BUSINESS: NELSON & MCKAY CPAS, LLC, DBA TRUSTSOURCE TAX & FINANCIAL SERVICES, INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: TAX & ACCOUNTING START DATE: 06/2021, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: PARTNER, CPA BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION, TAX PLANNING, BOOKKEEPING & ACCOUNTING SERVICES, POWER OF ATTORNEY ONLY APPROVED TO REPRESENT TAX CLIENTS IN FRONT OF THE IRS IN CONJUNCTION WITH IRS FORM 2848;

Exams

• S66 Uniform Combined State Law Examination
  2010-12-14