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Matthew Mcgibson

NYLIFE SECURITIES
EDINA, MN
·CRD# 4851861·21 years experience

Professional Summary

Matthew Mcgibson, who also goes by Matthew Craig Mceathron, Matt Mcgibson, Matthew Craig Mcgibson, is a registered financial advisor currently at NYLIFE SECURITIES LLC located in Edina, Minnesota. Matthew is registered as a RR (Registered Representative) and started their career in finance in 2005. Matthew has worked at 8 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Matthew Craig Mceathron, Matt Mcgibson, Matthew Craig Mcgibson

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

21 years in the financial services industry

Current & Past Employments

NYLIFE SECURITIES LLC·CRD# 5167
BD
3600 Minnesota Drive Suite 100, Edina, MN 55435
December 17, 2025 - Present
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
RIA
Minneapolis, MN
October 17, 2022 - June 27, 2025
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
Minneapolis, MN
October 17, 2022 - June 27, 2025
U.S. BANCORP INVESTMENTS, INC.·CRD# 17868
RIA
Saint Paul, MN
May 29, 2015 - October 6, 2022
U.S. BANCORP INVESTMENTS, INC.·CRD# 17868
BD
Saint Paul, MN
May 29, 2015 - October 6, 2022
LPL FINANCIAL LLC·CRD# 6413
RIA
Plymouth, MN
June 25, 2014 - June 26, 2014
LPL FINANCIAL LLC·CRD# 6413
RIA
Plymouth, MN
June 23, 2014 - June 23, 2014
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC·CRD# 116407
RIA
Plymouth, MN
July 11, 2012 - May 18, 2015
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC·CRD# 130139
BD
Plymouth, MN
January 18, 2012 - May 18, 2015
LPL FINANCIAL LLC·CRD# 6413
BD
Plymouth, MN
January 13, 2012 - May 28, 2015
RBC CAPITAL MARKETS, LLC·CRD# 31194
RIA
Minneapolis, MN
June 12, 2007 - December 5, 2011
RBC CAPITAL MARKETS, LLC·CRD# 31194
BD
Minneapolis, MN
May 9, 2006 - December 5, 2011
IDS LIFE INSURANCE COMPANY·CRD# 6321
BD
Minneapolis, MN
September 12, 2005 - May 11, 2006
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
Minneapolis, MN
September 12, 2005 - May 11, 2006

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Current Firm

NS
NYLIFE SECURITIES LLC

NEW YORK LIFE SECURITIES CORP. | NYLIFE SECURITIES LLC | NYLIFE SECURITIES INC. | NEW YORK LIFE VARIABLE CONTRACTS CORPORATION

CRD#: 5167 / SEC#: 8-15517
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

Contact Information

Main Address

51 Madison Ave. Room 713, New York, NY 10010

Mailing Address

51 Madison Avenue Room 713, New York, NY 10010

Phone Number

(212) 576-7000

Established

Delaware since 01/01/2007

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Large

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
NYLIFE LLC.SHAREHOLDER—
BAGTAS, ANGELA CHENELECTED MANAGER8172856
BOCCIO, JOHN MICHAELCHIEF EXECUTIVE OFFICER AND PRESIDENT4600977
DUARTE, DEBORAH LYNNELECTED MANAGER6090278
ENGELBRECHTSEN, TOM DAHLCORPORATE VICE PRESIDENT AND PRINCIPAL OPERATIONS OFFICER2908809
FEINBERG, AMARYA NMNELECTED MANAGER8162482
HUANG, DYLAN WEIELECTED MANAGER AND CHAIRMAN6233208
LOFTUS, PATRICIA ELIZABETHCORPORATE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER2156131
SCHWARTZ, RACHEL SABRINAVICE PRESIDENT AND ASSOCIATE GENERAL COUNSEL8170474
TILLOTSON, SANDRA GELECTED MANAGER7617600
VIRENDRA, SONALI NMNELECTED MANAGER2404467
ZAMAN, NABEEDVICE PRESIDENT AND CHIEF COMPLIANCE OFFICER6410914

Disclosures

Regulatory Event

13

Arbitration

7

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Name of Activity: eBay; Date Activity Started/Modified/Ended:2025-06-06; Type of Activity: Small business; Address: 41 21st Ave N Hopkins MN 55343; Describe if any other Activity; Role/Relationship: Other; Describe if any other Roles/Responsibility: sell things on ebay; Responsibilities: Currently only plan to sell items already owned. May aquire new items to sell in future however, no plans to do so at this time.; Total Hours Per Month: 0 to 20; Total Hours Per Month During Trading Hours: 0 to 20; Does this activity include providing investment advice, conducting securities trading or managing the assets of others?:No;-- END ---

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Minnesota
(12/17/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jun 2007About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2005About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Aug 2006About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

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

CRS (Customer Relationship Summary)

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