Longview Wealth Management

Investment Advisor
in Atlanta, GA
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About this Advisor

Michael Mckay is a certified financial planner based in Atlanta, Georgia, who has been in the financial industry for 13 years. Mckay works at Longview Wealth Management. Throughout their career, Mckay has worked at Longview Wealth Management and Cambridge Investment Research, Inc. Mckay maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Georgia, Texas and Louisiana. Longview Wealth Management is a business that has its headquarters in Atlanta, Georgia. It has offices in five locations and a total of 31 financial advisors. It controls $580 million in assets under management between its 1,796 accounts, placing it among the larger investment advisory firms in the United States by assets under management. Of its 1,796 client accounts, just 12% belong to high-net-worth investors who have greater than $1 million in assets. Longview Wealth Management has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules typically are based on the services. However, fees billed by Longview Wealth Management most likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees



Office Location

1100 Johnson Ferry Rd Ne Ste 320
Atlanta, GA 30342

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Longview Wealth Management Brokerage Details

Total Assets Under Management


GA Average: $3,570,121,308
Total Number of Employees


GA Average: 58
Total Number of Accounts


GA Average: 1,608
Average Account Size


GA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Michael Mckay Work History

Michael has 13 years of experience.

2007 - Present (12 years)

Cambridge Investment Research, Inc

2005 - Present (14 years)

Longview Wealth Management


Michael Mckay has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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