Andrew Graham Mckay
Investment adviser representative at Cross Border Wealth, LLC
8 yearsExperience
1 stateRegistered in
$221.9MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
8 years in the industry.
- Cross Border Wealth, LLCJun 2024 to now
- Cuso Financial Services, LPNov 2021 to now
- Elevations Credit UnionNov 2021 to now
- Skybound Wealth ManagementJan 2024 to May 2024
- Sandhills EastMay 2023 to Dec 2023
- The Credit Protection AssociationAug 2022 to Mar 2023
- UnemployedApr 2021 to Dec 2021
- Edward JonesFeb 2019 to Apr 2021
- Royal Alliance Associates, Inc.Nov 2016 to Dec 2018
- Unemployed- Job SearchJun 2016 to Dec 2016
- UnemployedMay 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (PA).
Cross Border Wealth, LLC
$221.9MAssets managed
531Clients
7Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3116765
- Firm CRD
- 288330