Dana Pryor Mckee
Investment adviser representative at Osaic Wealth, Inc.
16 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Osaic Wealth, Inc.May 2026 to now
- UnemployedAug 2025 to Apr 2026
- Raymond James Financial Services AdvisorsApr 2021 to Aug 2025
- Raymond James Financial Services, IncApr 2021 to Aug 2025
- Reganess Wealth Management GroupApr 2021 to Aug 2025
- Wells Fargo Clearing Services, LLCNov 2016 to Apr 2021
- Wells Fargo Advisors, LLCJan 2010 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (NC).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 5465996
- Firm CRD
- 23131