Matthew J. Mcnabb
Professional summary
Matthew John Mcnabb, who also goes by Matt J Mcnabb, Matt John Mcnabb, Matthew J Mcnabb, Matthew John Mcnabb, Matthew Mcnabb, is a registered financial advisor currently at IP FINANCIAL ADVISORY SERVICES LLC located in Tega Cay, South Carolina and INNOVATION PARTNERS LLC located in Charlotte, North Carolina.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Matthew has worked at 7 firms and has passed the Series 66, Series 52TO, Series 99TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew John Mcnabb's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 15, 2025 - Present
IP FINANCIAL ADVISORY SERVICES LLC
Office #2: 5950 Fairview Road, Suite 140, Charlotte, NC 28210May 9, 2025 - Present
INNOVATION PARTNERS LLC
Office #1: 5950 Fairview Road Suite 140, Charlotte, NC 28210December 21, 2021 - January 28, 2025
VANGUARD ADVISERS, INC.
December 21, 2021 - January 28, 2025
VANGUARD MARKETING CORPORATION
January 27, 2016 - November 18, 2021
PARK AVENUE SECURITIES LLC
January 27, 2016 - November 18, 2021
PARK AVENUE SECURITIES LLC
June 12, 2015 - December 24, 2015
LPL FINANCIAL LLC
June 10, 2015 - December 24, 2015
LPL FINANCIAL LLC
February 21, 2014 - May 20, 2015
ARVEST WEALTH MANAGEMENT
February 17, 2014 - May 20, 2015
ARVEST WEALTH MANAGEMENT
February 15, 2007 - December 21, 2012
PARK AVENUE SECURITIES LLC
January 1, 2007 - December 21, 2012
PARK AVENUE SECURITIES LLC
Primary Firm SEC Registration
IP FINANCIAL ADVISORY SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/12/2025)
(5/15/2025)
(5/9/2025)
(5/15/2025)
Exams
Series 52TO
Date: 7/9/2025
Municipal Securities Representative ExaminationSeries 99TO
Date: 5/13/2025
Operations Professional ExaminationFINRA
Current Firm
IP FINANCIAL ADVISORY SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
Contact information
SEC notice filing (48 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 2,887 |
| AUM (Assets Under Management) | $ 456,110,407 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
