Samuel Edward Mckee
Investment adviser representative at Accordant Advisory Group, Inc.
12 yearsExperience
1 stateRegistered in
$278MFirm assets
9 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Accordant Advisory Group, Inc.Aug 2024 to now
- City Tap HouseDec 2023 to Jun 2025
- Sport and SocialAug 2023 to Feb 2024
- Jinya RamenJul 2023 to Sep 2023
- Punch Bowl SocialDec 2022 to Jul 2023
- Liberty UniversityAug 2022 to Jul 2024
- Planet DirectJun 2022 to Dec 2022
- Raymond James Financial Services, IncJun 2021 to Jan 2022
- George Mason UniversityAug 2018 to Jun 2022
- Fairfax County Public SchoolsNov 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MD).
Accordant Advisory Group, Inc.
$278MAssets managed
189Clients
2Advisers
9 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
- 7394597
- Firm CRD
- 117474