Matthew McKellar, financial advisor
93 score

Matthew McKellar

CRD Number: 3143867
Current Firm: Myicon

Matthew McKellar (CRD# 3143867) is an Investment Advisor Representative working at Myicon in , and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Private Advisor Group, LLC Kirkland, WA Dec 2013 - Current 4
Lpl Financial, Llc (formerly: Linsco/private Ledger Corp.) Kirkland, WA Jun 2005 - Current 12
Myicon (formerly: Icon Consulting) Kirkland, WA Jun 2005 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Matthew D. McKellar
Phone Number: 4255624266
Firm Website:
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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