Robert
Mckay
Deutsche Bank Securities Inc
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About this Advisor
Robert Mckay is a financial advisor working in Jacksonville, Florida with a total of 8 years of relevant experience. Mckay is an advisor for Deutsche Bank Securities Inc. During their career, the advisor has held roles at Sterling Trader Execution Services and Deutsche Bank Securities Inc. Mckay maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida. Deutsche Bank Securities Inc is a firm based in New York, NY. It has a total of 1,585 people on staff. It administers $21 million in assets under management among its 15 client accounts, making it one of the smaller investment advisory firms in the United States by assets under management. Of its 15 customer accounts, 47% belong to high-net-worth clients who have at least $1 million in assets. Deutsche Bank Securities Inc offers a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and security rating services. Financial advisory fee schedules largely are based on the financial services provided. However, fee types charged by Deutsche Bank Securities Inc may include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Deutsche Bank Securities Inc Brokerage Details
$21,348,952
1,585
15
$1,423,263
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Security ratings or pricing services
Robert Mckay Work History
Robert has been registered as a financial advisor for 8 years.*
Deutsche Bank Securities Inc
Sterling Trader Execution Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Mckay to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Deutsche Bank Securities Inc
Los Angeles, CA
New York, NY
New York, NY
Jacksonville, FL
Jacksonville, FL
San Francisco, CA
New York, NY
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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