Michael McKee
MAC Investment Management · Saint Petersburg, Florida
Michael McKee is a fee-only financial advisor at MAC Investment Management in Saint Petersburg, Florida, who holds the CFA credential. MAC Investment Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | MAC Investment Management |
|---|---|
| Based in | Saint Petersburg, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $47.8M across 23 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL · CRD 1202425 |
| Exams passed | Series 63 (1983) · Series 65 (1991) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Profile |
How Michael's firm compares
- MAC Investment Management's average account is about $2.1 million, from its Form ADV (assets managed divided by 23 accounts).
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Questions about Michael
Is Michael McKee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and MAC Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, MAC Investment Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Michael McKee based?
Michael McKee is based in Saint Petersburg, Florida.
What credentials does Michael McKee hold?
Michael McKee holds the CFA credential.
Is Michael McKee registered with the SEC?
Yes. Michael McKee is registered as an investment adviser representative in FL (CRD 1202425), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does MAC Investment Management manage?
MAC Investment Management reports $47.8M across 23 accounts in assets under management.
How do I contact Michael McKee?
Contact details aren't on file yet. Search for MAC Investment Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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