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David Ritchie McKee

Investment Adviser Representative at ACCORDANT ADVISORY GROUP, INC.

Annapolis, MDCRD #2512331Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
32 yrs
States Registered
3 states
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

David Ritchie Mckee has worked in the securities industry since 1994. They have passed the Series 65, 63, 51, 24, and 7 examinations. They are registered to provide investment advisory services in Maryland, Texas, and Virginia.

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
MarylandTexasVirginia
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 8/4/1994
Series 65
Uniform Investment Adviser Law Examination
Passed 8/1/1994
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/22/1994
Series 51
Municipal Fund Securities Principal Examination
Passed 3/26/2003
Series 24
General Securities Principal Examination
Passed 9/4/1998

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Up to $1 million2.25%
$1 million up to $2 million2.00%
$2 million up to $5 million1.75%
$5 million up to $10 million1.50%
$10 million and up1.25%
Account minimum: $10,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Accordant Advisory Group, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ACCORDANT ADVISORY GROUP, INC.Current
11/20/2000 – Annapolis, MD
RAYMOND JAMES FINANCIAL SERVICES, INC.
7/1/1998 – 12/31/2025Annapolis, MD
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
7/25/1994 – 7/21/1998Minneapolis, MN
IDS LIFE INSURANCE COMPANY
7/25/1994 – 7/21/1998Minneapolis, MN

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at ACCORDANT ADVISORY GROUP, INC.

1 other advisor in the directory

Samuel Edward McKee
Investment Adviser Representative
Investment Adviser Rep
View ACCORDANT ADVISORY GROUP, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Ritchie McKee has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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