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CS MCKEE

WARRENDALE, PA · CRD 306128 · IAPD ↗ · 412-566-1234

$11.65BRegulatory AUM
19Advisory reps
44Employees
0Clients
n/aPlanning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
March 2026 — CS MCKEE added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
June 2025 — CS MCKEE added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
78
June 2025 — CS MCKEE grew from 12 to 20 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.