Matthew A. Mckay

MCKAY WEALTH MANAGEMENT GROUP LLC

Richmond, VA 23230

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CRD#: 4885012

Professional summary

Matthew Alan Mckay, who also goes by Matthew A Mc Kay, Matthew Alan Mc Kay, Matt Mckay, is a registered financial advisor currently at MCKAY WEALTH MANAGEMENT GROUP LLC located in Richmond, Virginia.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Matthew has worked at 6 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew A Mc Kay | Matthew Alan Mc Kay | Matt Mckay

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 Alan McKay is an independent licensed insurance agent, and from time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. McKay Wealth Management Group LLC always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of McKay Wealth Management Group LLC in connection with such individual's activities outside of McKay Wealth Management Group LLC. Matthew Alan McKay is trustee of a family trust, McKay Children's Irrevocable Trust. Matthew Alan McKay is a member and partial owner of White Oak Lodging LLC. 4496 Weakley Hollow Road, Syria, VA 22743 Rental Property Purchased in September 2021 Matthew Alan McKay spends about 15% of his time on these various activities, mostly during non-securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Alan Mckay'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®

None

Experience

Current

December 15, 2015 - Present

MCKAY WEALTH MANAGEMENT GROUP LLC

Office #1: 2920 W Broad St Suite 208, Richmond, VA 23230

RIA

CRD#: 281578

Richmond, VA

Past

July 31, 2014 - December 14, 2015

INTL ADVISORY CONSULTANTS INC.

RIA

CRD#: 130888

RICHMOND, VA

Past

July 31, 2014 - December 14, 2015

STONEX SECURITIES INC.

CRD#: 18456

Richmond, VA

Past

July 11, 2014 - July 23, 2014

STONEX SECURITIES INC.

CRD#: 18456

BIRMINGHAM, AL

Past

December 9, 2011 - July 24, 2014

INTL ADVISORY CONSULTANTS INC.

RIA

CRD#: 130888

BIRMINGHAM, AL

Past

December 9, 2011 - July 11, 2014

STERNE, AGEE & LEACH, INC.

CRD#: 791

RICHMOND, VA

Past

February 4, 2008 - December 12, 2011

ANDERSON & STRUDWICK, INCORPORATED

RIA

CRD#: 48

RICHMOND, VA

Past

February 4, 2008 - December 9, 2011

ANDERSON & STRUDWICK, INCORPORATED

CRD#: 48

RICHMOND, VA

Past

May 14, 2007 - February 1, 2008

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

RICHMOND, VA

Past

April 6, 2007 - February 1, 2008

MORGAN STANLEY & CO. LLC

CRD#: 8209

RICHMOND, VA

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

Virginia
(12/15/2015)

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

IAR

Series 66

Date: 5/4/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/14/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 6/1/2007

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 4/5/2007

General Securities Representative Examination

Current Firm

MCKAY WEALTH MANAGEMENT GROUP LLC

CRD#: 281578 / SEC#:

Texas

Registered Investment Advisory firm - (4/5/2024 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (12/15/2015 Approved)

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Contact information

Main Address

2920 W Broad St Suite 208, Richmond, VA 23230

Mailing Address

Phone number

(804) 447-1708

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	186
AUM (Assets Under Management)	$ 47,795,731

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.

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Advisor Monitoring

Firm Stability Insights

Matthew A. Mckay

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

INTL ADVISORY CONSULTANTS INC.

STONEX SECURITIES INC.

STONEX SECURITIES INC.

INTL ADVISORY CONSULTANTS INC.

STERNE, AGEE & LEACH, INC.

ANDERSON & STRUDWICK, INCORPORATED

ANDERSON & STRUDWICK, INCORPORATED

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/4/2007

SIE

Date: 12/14/2015

Series 31

Date: 6/1/2007

Series 7

Date: 4/5/2007

Current Firm

MCKAY WEALTH MANAGEMENT GROUP LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MCKAY WEALTH MANAGEMENT GROUP LLC

TRUST BUT VERIFY

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