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Thomas McKay

P.j. Robb Variable, LLC

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About Thomas McKay

Thomas McKay is a financial advisor with P.j. Robb Variable, LLC based in Holladay, UT. Thomas has been working in the financial services industry since 1996. Prior to joining P.j. Robb Variable, LLC, Thomas worked at Avantax Investment Services, Inc., MML Investors Services, LLC, Hornor, Townsend & Kent, LLC, Ensemble Financial Services, Inc., Wall Street Financial Group, Inc., Securities America, Inc., Guardian Investor Services Corporation, Northwestern Mutual Investment Services, Inc., Robert W. Baird & Co. Incorporated, and Capital Analysts, Incorporated. Thomas holds the Series 7 and Series 63 licenses.

Firm Information

Thomas McKay is currently registered with P.j. Robb Variable, LLC. P.j. Robb Variable, LLC is a Limited Liability Company formed in 1995. They are registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They are also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

105

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Thomas McKay’s Registration & Firm History

UT

01/23/2024 - Present

P.j. Robb Variable, LLC (Holladay UT)

NY

06/12/2023 - 11/22/2023

AVANTAX INVESTMENT SERVICES, INC. (Rochester NY)

NY

12/15/2020 - 01/09/2023

MML INVESTORS SERVICES, LLC (ROCHESTER NY)

NY

05/16/2011 - 10/01/2020

HORNOR, TOWNSEND & KENT, LLC (ROCHESTER NY)

NY

04/01/2004 - 05/13/2011

ENSEMBLE FINANCIAL SERVICES, INC. (PITTSFORD NY)

NY

01/16/2002 - 10/03/2002

WALL STREET FINANCIAL GROUP, INC. (VICTOR NY)

NE

11/16/1998 - 01/03/2000

SECURITIES AMERICA, INC. (LAVISTA NE)

NY

09/06/1994 - 09/03/1998

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

WI

08/31/1990 - 09/22/1992

NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)

WI

09/21/1990 - 06/26/1992

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

OH

12/21/1989 - 06/25/1990

CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)

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Licenses & Designations

BC

Issued 09/10/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas McKay.
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