Mckay S Hardy
Investment adviser representative at Corient
26 yearsExperience
1 stateRegistered in
$165.3BFirm assets
4 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
26 years in the industry.
- CorientApr 2026 to now
- Corient Services LLCApr 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2024 to Apr 2026
- UnemployedAug 2023 to May 2024
- Morgan StanleyJun 2023 to Oct 2023
- Oasis OutsourcingJun 2023 to Jul 2023
- UnemployedAug 2022 to Jun 2023
- Ep Wealth AdvisorsOct 2021 to Aug 2022
- Gps Capital MarketsMay 2021 to Aug 2021
- Temasek BayDec 2020 to Sep 2021
- Utah Valley UniversityAug 2020 to May 2024
- UnemployedApr 2019 to Oct 2020
- NikeMar 2019 to Apr 2019
- UnemployedJul 2000 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
4 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
- 7754512
- Firm CRD
- 319448