Matthew P. Mckee
TARGET ROCK WEALTH MANAGEMENT
New York, NY 10022
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CRD#: 4663295
Professional summary
Matthew P Mckee, CFP® is a registered financial advisor currently at TARGET ROCK WEALTH MANAGEMENT, LLC located in New York, New York.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Matthew has worked at 3 firms and has passed the Series 63, SIE, Series 7, Series 87 and Series 86 exams.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Retirement Planning
Tax Planning
Comprehensive Financial Planni...
Socially Responsible Investing
Insurance Planning
Investment Planning
Inheritance
Retirement Income Management
Estate Planning
Do you have an area of expertise or specialization?
Alternative or Private Investm...
Baby Boomers
Business Owners
Corporate Executives
Investment Advice with Ongoing...
Medical Professionals
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
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.
Up End Distilling/not investment related/ located at 10 Tab Ct. Pinebush, NY 12566 / The business is distilled spirits/ Co-founder/Incorporated January 2018/10-15 non business hours per week/less than one hour per week is devoted during working hours/initial groundwork evaluation of opportunities in the distilling arena.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew P Mckee'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®
CFP®
Start date: 2022
Experience
Current
March 16, 2021 - Present
TARGET ROCK WEALTH MANAGEMENT, LLC
Office #1: 445 Park Avenue Floor 9, New York, NY 10022RIA
CRD#: 312279
New York, NY
Past
September 21, 2015 - July 23, 2018
G.DISTRIBUTORS, LLC
BD
CRD#: 155071
RYE, NY
Past
August 27, 2010 - January 4, 2012
MORGAN KEEGAN & COMPANY, LLC
BD
CRD#: 4161
NASHVILLE, TN
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".
TARGET ROCK WEALTH MANAGEMENT, LLC
TARGET ROCK WEALTH MANAGEMENT, LLC
CRD#: 312279 / SEC#: 801-130008
RIA
Registered Investment Advisory firm - (4/25/2024 Approved)New Jersey
Registered Investment Advisory firm - (4/29/2024 Terminated)New York
Registered Investment Advisory firm - (4/26/2024 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
New Jersey(1/6/2022)
IAR
New York(3/16/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TARGET ROCK WEALTH MANAGEMENT, LLC
TARGET ROCK WEALTH MANAGEMENT, LLC
CRD#: 312279 / SEC#: 801-130008
RIA
Registered Investment Advisory firm - (4/25/2024 Approved)New Jersey
Registered Investment Advisory firm - (4/29/2024 Terminated)New York
Registered Investment Advisory firm - (4/26/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
445 Park Avenue Floor 9, New York, NY 10022
Mailing Address
Phone number
(914) 580-4530
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 261 |
| AUM (Assets Under Management) | $ 60,834,941 |
Red Flags
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