Matthew McKay (CRD# 4885012) is an Investment Advisor Representative working at Mckay Wealth Management Group LLC in Richmond, VA and has over 16 years of experience in the finance industry.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mckay Wealth Management Group LLC | Richmond, VA | Jan 2024 - Current | < 1 |
| Mckay Wealth Management Group LLC | Richmond, VA | Dec 2015 - Jan 2024 | 8 |
| Sterne Agee Financial Services | Richmond, VA | Jul 2014 - Dec 2015 | 1 |
| Sterne Agee Investment Advisors, Inc. | Birmingham, AL | Dec 2011 - Dec 2015 | 4 |
| Sterne Agee Leach Inc. | Richmond, VA | Dec 2011 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- VA
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Total Assets Under Management48MILLIONS
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Total Number of Accounts194ACCOUNTS
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Average Account Value$245,683
- A percentage of assets under your management
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
VA
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