MM
Matthew W. Mckeown
PEARL WEALTH GROUP
PALM HARBOR, FL
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CRD#: 4569178
MM
Matthew William Mckeown SR.PEARL WEALTH GROUP
Professional summary
Matthew William Mckeown SR., who also goes by Matthew W Mckeown, Matthew William Mckeown, is a registered financial advisor currently at PEARL WEALTH GROUP located in Palm Harbor, Florida.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Matthew has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
At a Glance
Always Fiduciary
Aliases
Matthew W Mckeown | Matthew William Mckeown
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.
Matthew William Mckeown is a licensed insurance agent in Florida; Investment related: yes; Location:10524 Greencrest DriveTampa Fl; Description: He is an insurance agent in the state of Florida and other states. He uses this license to offer life insurance, Medicare, annuities, etc.; Start Date: 2024-01-01; Hours devoted to business during trading hours: 20; Hours devoted to business outside trading hours: 0; Percentage of yearly compensation expected to be derived from the business: 30.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew William Mckeown SR.'s 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®
NoneExperience
Current
February 20, 2024 - Present
PEARL WEALTH GROUP
RIA
CRD#: 326283
PALM HARBOR, FL
Past
June 27, 2019 - February 1, 2024
SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC
RIA
CRD#: 187519
TAMPA, FL
Past
May 20, 2016 - December 31, 2018
G.F. INVESTMENT SERVICES, LLC
BD
CRD#: 132939
Tampa, FL
Past
April 14, 2010 - May 24, 2016
QUESTAR CAPITAL CORPORATION
BD
CRD#: 43100
ST. PETERSBURG, 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".
PW
PEARL WEALTH GROUP
PEAR WEALTH GROUP, LLC | PEARL WEALTH GROUP, LLC | PEARL WEALTH GROUP
CRD#: 326283 / SEC#: 801-135321
RIA
Registered Investment Advisory firm - (2/12/2026 Approved)California
Registered Investment Advisory firm - (3/20/2026 Terminated)Florida
Registered Investment Advisory firm - (2/18/2026 Terminated)Georgia
Registered Investment Advisory firm - (3/23/2026 Terminated)Louisiana
Registered Investment Advisory firm - (2/18/2026 Terminated)Michigan
Registered Investment Advisory firm - (3/31/2026 Terminated)Missouri
Registered Investment Advisory firm - (2/18/2026 Terminated)New York
Registered Investment Advisory firm - (2/18/2026 Terminated)Ohio
Registered Investment Advisory firm - (2/18/2026 Terminated)Pennsylvania
Registered Investment Advisory firm - (2/19/2026 Terminated)Texas
Registered Investment Advisory firm - (2/18/2026 Terminated)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.Highlighted states indicate IAR registrations
IAR
Florida(2/20/2024)
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
PR
Series 6
Passed: 4/12/2010
Investment Company Products/Variable Contracts Representative Examination
Current Firm
PW
PEARL WEALTH GROUP
PEAR WEALTH GROUP, LLC | PEARL WEALTH GROUP, LLC | PEARL WEALTH GROUP
CRD#: 326283 / SEC#: 801-135321
RIA
Registered Investment Advisory firm - (2/12/2026 Approved)California
Registered Investment Advisory firm - (3/20/2026 Terminated)Florida
Registered Investment Advisory firm - (2/18/2026 Terminated)Georgia
Registered Investment Advisory firm - (3/23/2026 Terminated)Louisiana
Registered Investment Advisory firm - (2/18/2026 Terminated)Michigan
Registered Investment Advisory firm - (3/31/2026 Terminated)Missouri
Registered Investment Advisory firm - (2/18/2026 Terminated)New York
Registered Investment Advisory firm - (2/18/2026 Terminated)Ohio
Registered Investment Advisory firm - (2/18/2026 Terminated)Pennsylvania
Registered Investment Advisory firm - (2/19/2026 Terminated)Texas
Registered Investment Advisory firm - (2/18/2026 Terminated)Loading...
Contact information
Main Address
Caledonia, MI
Mailing Address
9339 Cherry Valley Ave Se #42, Caledonia, MI 49316
Phone number
(616) 726-2090
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 612 |
| AUM (Assets Under Management) | $ 102,909,000 |
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.
