Samuel Arthur Mckinley
Investment adviser representative at Mckinley Financial
17 yearsExperience
1 stateRegistered in
$117.2MFirm assets
Under 1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Mckinley FinancialFeb 2016 to now
- Mckinley Financial Advisors, Inc.Feb 2016 to now
- Mckinley & Co., PcNov 2009 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (PA).
Mckinley Financial
Legal name: Mckinley Financial Advisors Inc
$117.2MAssets managed
249Clients
4Advisers
Under 1 yearIn 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
- 6291743
- Firm CRD
- 282443