Shannon
Mclay

Fg Advisory Services, LLC

CRD#4276330
Investment Advisor
in Briarcliff Manor, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Shannon Mclay is a financial advisor based in Briarcliff Manor, New York, working with Fg Advisory Services, LLC. Shannon has previously held positions at Financial Gym Inc (and subsidiaries thereof) and Fg Advisory Services, LLC. Shannon has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in multiple states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Currently, Shannon is part of Fg Advisory Services, LLC, which operates out of Briarcliff Manor, New York. The firm has 2 employees and offers services including financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Fg Advisory Services, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

21 Oak Road
Briarcliff Manor, NY 10510

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Fg Advisory Services, LLC Brokerage Details

Total Number of Employees

2

NY Average: 88

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Shannon Mclay Work History

2024 - Present (0 year)

Fg Advisory Services, LLC

2013 - Present (11 years)

Financial Gym Inc (And Subsidiaries Thereof)

Disclosures

Please visit the SEC profile of Shannon Mclay 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 Fg Advisory Services, LLC

Joy Liu
Briarcliff Manor, NY
Samantha Cash
Catskill, NY
Shannon Mclay
Briarcliff Manor, NY
Erika Moromisato
Garfield, NJ
Garrett Faulconer
Briarcliff Manor, NY
Kadri Augustin
Union City, NJ
Tina Hang
Briarcliff Manor, NY
Vincent Del Donna
Briarcliff Manor, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started