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Matthew J. Mcdonough

VALIC FINANCIAL ADVISORS

COLUMBUS, OH 43235

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CRD#: 2647281

Professional summary

Matthew James Mcdonough, who also goes by Matt Mcdonough, Matthew Mcdonough, is a registered financial advisor currently at VALIC FINANCIAL ADVISORS, INC. located in Columbus, Ohio.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Matthew has worked at 20 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Mcdonough | Matthew Mcdonough

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew James Mcdonough's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Matthew James Mcdonough's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 19, 2018 - Present

VALIC FINANCIAL ADVISORS, INC.

Office #1: 8050 North High Street Suite 130, Columbus, OH 43235

RIA

BD

CRD#: 42803

COLUMBUS, OH

Current

September 5, 2018 - Present

VALIC FINANCIAL ADVISORS, INC.

Office #1: 8050 North High Street Suite 130, Columbus, OH 43235

RIA

BD

CRD#: 42803

COLUMBUS, OH

Past

October 31, 2016 - August 14, 2018

BUCKINGHAM FINANCIAL GROUP, INC.

RIA

CRD#: 117982

Columbus, OH

Past

October 31, 2016 - August 14, 2018

BUCKINGHAM CAPITAL MANAGEMENT, INC.

RIA

CRD#: 117984

Columbus, OH

Past

March 2, 2006 - July 26, 2007

FUNDS DISTRIBUTOR, LLC

BD

CRD#: 7174

CLEVELAND, OH

Past

January 2, 2004 - July 22, 2016

VICTORY CAPITAL SERVICES, INC.

BD

CRD#: 37059

BROOKLYN, OH

Past

December 1, 1999 - April 19, 2001

VICTORY CAPITAL SERVICES, INC.

BD

CRD#: 37059

BROOKLYN, OH

Past

November 22, 1999 - April 19, 2001

FORESIDE INVESTMENT SERVICES, LLC

BD

CRD#: 30016

PORTLAND, ME

Past

November 22, 1999 - April 19, 2001

HEARTLAND INVESTOR SERVICES, LLC

BD

CRD#: 29693

BOSTON, MA

Past

November 22, 1999 - April 19, 2001

FTFD FUND DISTRIBUTOR, INC.

BD

CRD#: 22229

BOSTON, MA

Past

November 22, 1999 - April 19, 2001

BISYS SHELF B/D (1), INC.

BD

CRD#: 26501

BOSTON, MA

Past

November 22, 1999 - April 19, 2001

EVERGREEN DISTRIBUTOR, INC.

BD

CRD#: 35773

BOSTON, MA

Past

November 18, 1999 - April 19, 2001

STI CLASSIC FUND SERVICES, INC

BD

CRD#: 35746

BOSTON, MA

Past

November 17, 1999 - April 19, 2001

PROFUNDS DISTRIBUTORS, INC.

BD

CRD#: 19541

BETHESDA, MD

Past

November 17, 1999 - April 19, 2001

JONES, BYRD, & ATTKISSON, INC.

BD

CRD#: 36268

ATLANTA, GA

Past

November 17, 1999 - April 19, 2001

BD COMPLIANCE SOLUTIONS, LLC

BD

CRD#: 30188

PORTLAND, ME

Past

November 17, 1999 - April 19, 2001

CITI DISTRIBUTION SERVICES, INC.

BD

CRD#: 29244

BOSTON, MA

Past

July 13, 1999 - September 30, 2003

FORESIDE DISTRIBUTION SERVICES, L.P.

BD

CRD#: 15634

PORTLAND, ME

Past

August 3, 1998 - June 25, 1999

IFMG SECURITIES, INC.

BD

CRD#: 14416

PURCHASE, NY

Past

November 17, 1997 - August 3, 1998

INDEPENDENT FINANCIAL SECURITIES, INC.

BD

CRD#: 19924

Past

September 19, 1997 - June 25, 1999

NATCITY INVESTMENTS, INC.

BD

CRD#: 17490

CLEVELAND, OH

Past

October 3, 1995 - November 15, 1996

MARINER FINANCIAL SERVICES, INC.

BD

CRD#: 8292

LARGO, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VF

VALIC FINANCIAL ADVISORS, INC.

AIG RETIREMENT ADVISORS, INC. | VALIC INVESTMENT SERVICES COMPANY | VALIC FINANCIAL ADVISORS, INC. | COREBRIDGE FINANCIAL | AMERICAN GENERAL FINANCIAL ADVISORS, INC. | AIG RETIREMENT SERVICES

CRD#: 42803 / SEC#: 801-54952, 8-50018

RIA

Registered Investment Advisory firm - SEC (10/10/1997 Approved)

BD

Broker-Dealer Firm Regulated by FINRA (Dallas district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR

Indiana
(1/7/2019)

IAR

Indiana
(1/7/2019)

RR

Kentucky
(2/5/2020)

IAR

Kentucky
(2/5/2020)

RR

Michigan
(1/8/2024)

IAR

Michigan
(1/23/2024)

RR

Ohio
(9/11/2018)

IAR

Ohio
(10/19/2018)

RR

Pennsylvania
(1/5/2024)

IAR

Pennsylvania
(1/5/2024)

RR

West Virginia
(2/20/2020)

IAR

West Virginia
(2/26/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

RR

IAR

Series 66

Date: 1/4/2019

Uniform Combined State Law Examination

State Security Law Exam

RR

Series 63

Date: 9/27/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 10/2/1995

General Securities Representative Examination

Principal/Supervisory Exam

RR

Series 24

Date: 10/18/1999

General Securities Principal Examination

SRO Registrations

RR

FINRA

Current Firm

VF

VALIC FINANCIAL ADVISORS, INC.

AIG RETIREMENT ADVISORS, INC. | VALIC INVESTMENT SERVICES COMPANY | VALIC FINANCIAL ADVISORS, INC. | COREBRIDGE FINANCIAL | AMERICAN GENERAL FINANCIAL ADVISORS, INC. | AIG RETIREMENT SERVICES

CRD#: 42803 / SEC#: 801-54952, 8-50018

RIA

Registered Investment Advisory firm - SEC (10/10/1997 Approved)

BD

Broker-Dealer Firm Regulated by FINRA (Dallas district office)

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Contact information

Main Address

2919 Allen Parkway L3-20, Houston, TX 77019

Mailing Address

2919 Allen Parkway L3-20, Houston, TX 77019-2158

Phone number

(866) 544-4968

Established

Texas since 11/18/1996

Firm type

Corporation

Fiscal year end

December

Firm Size

Large

# of Employees

1,633

SEC notice filing (51 States and Territories)

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

WRAP FEE PROGRAM BROCHURE FOR THE GUIDED PORTFOLIO SERVICES PROGRAM- VC23988 (9/8/2025)

MIP UNIFIED MANAGED ACCOUNT PROGRAM (3/28/2025)

FINANCIAL PLANNING & CONSULTING SERVICES BROCHURE (3/28/2025)

WRAP FEE PROGRAM BROCHURE FOR VFA MANAGED INVESTMENT PROGRAM - VC23987 (3/28/2025)

WRAP FEE PROGRAM BROCHURE FOR THE GUIDED PORTFOLIO ADVANTAGE PROGRAM - VC38857 (3/28/2025)

Direct owners and executive officers

Name	Position	CRD#
THE VARIABLE ANNUITY LIFE INSURANCE COMPANY	DIRECT OWNER
BURNETTE, CYNTHIA LEA	CHIEF FINANCIAL OFFICER AND TREASURER	1863103
FORTEY, MICHAEL	VFA CHIEF COMPLIANCE OFFICER BROKER DEALER	2304969
GIBSON, KRISTA DE LOIS	PRESIDENT; SVP, HEAD OF PRODUCT & ADVISORY SERVICES	2348708
JOE, CHRISTOPHER CHUCK	VFA CHIEF COMPLIANCE OFFICER INVESTMENT ADVISOR	2373056
LOGAN, JOHN ALBERT	CHIEF OPERATIONS OFFICER	4378887
MARCIEL-CARR, THERESA H	VICE PRESIDENT, FIELD SUPERVISION	5428259
NORRIS, JOHN ERIK	SECRETARY	8188573
RINK, VERONICA LYNETTE	VICE PRESIDENT, BUSINESS ADMINISTRATION	4724432

Regulatory assets under management

Total Number of Accounts	293,993
AUM (Assets Under Management)	$ 26,372,603,709

Disclosures

Regulatory Event	17
Arbitration	3

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/24/2025	Cover Page	Report
01/27/2025	Cover Page	Report
04/29/2024	Cover Page	Report
04/28/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803Columbus, OH 43235

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