Matthew P. Mckee

TARGET ROCK WEALTH MANAGEMENT

NEW YORK, NY 10022

Some features on this profile are disabled

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.

At a Glance

Always Fiduciary

Min. Asset: $250K–$500K

Serves: Pre-Retirees

Serves: Retirees

Serves: Business Owners & Entrepreneurs

Serves: Corporate Executives

Serves: Physicians & Medical Professionals

Services Offered

Business Services

Retirement Planning

Tax Planning

Financial Planning

Risk Management & Insurance

Investment Management

Estate & Legacy Planning

Specializations

Alternative or Private Investments

ESG & Impact Investing

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew P Mckee'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®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

March 16, 2021 - Present

TARGET ROCK WEALTH MANAGEMENT, LLC

Office #1: 445 Park Avenue Floor 9, New York, NY 10022

RIA

CRD#: 312279

NEW YORK, NY

Past

September 21, 2015 - July 23, 2018

G.DISTRIBUTORS, LLC

CRD#: 155071

RYE, NY

Past

August 27, 2010 - January 4, 2012

MORGAN KEEGAN & COMPANY, LLC

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

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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)

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.

Exams

State Security Law Exam

Series 63

Date: 9/11/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/23/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/3/2015

General Securities Representative Examination

General Industry/Product Exam

Series 87

Date: 12/3/2010

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 86

Date: 11/11/2010

Research Analyst Exam - Part I Analysis Module

Current Firm

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)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (2/3/2026)

Regulatory assets under management

Total Number of Accounts	261
AUM (Assets Under Management)	$ 60,834,941

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.

Contact information

(xxx) xxx-xxxx

Similar Advisors

Richard Dragotta

LPL FINANCIAL LLC

IAR

PARAMUS, NJ

Anthony Macagna

LPL FINANCIAL LLC

IAR

PARAMUS, NJ

Nicholas Rygiel

PROTOCOL WEALTH, LLC

IAR

Havertown, PA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew P. Mckee

Professional summary

At a Glance

Services Offered

Specializations

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew P Mckee's CRS (Customer Relationship Summary).

Certified licenses

Experience

G.DISTRIBUTORS, LLC

MORGAN KEEGAN & COMPANY, LLC

Primary Firm SEC Registration

TARGET ROCK WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/11/2015

SIE

Date: 7/23/2018

Series 7

Date: 9/3/2015

Series 87

Date: 12/3/2010

Series 86

Date: 11/11/2010

Current Firm

TARGET ROCK WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TARGET ROCK WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

Similar Advisors