Matthew J Mccloghry
Professional Summary
Matthew J Mccloghry, who also goes by Matthew James Mccloghry, is a registered financial advisor currently at HEADLAND CAPITAL located in St. Augustine, Florida. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Matthew has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Matthew J Mccloghry, Matthew James Mccloghry
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
13 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BARNETT WEALTH ADVISORS, LLC | UPCHURCH & CORN ADVISORS, LLC | HEADLAND CAPITAL, LLC | HEADLAND CAPITAL | COASTAL WEALTH MANAGEMENT, LLC
Contact Information
Main Address
300 West Coleman Blvd. Suite 204, Mt. Pleasant, SC 29464Phone Number
(843) 388-4300# of Employees
19SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,281AUM (Assets Under Management)
$559,277,399Similar Advisors
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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.
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Primary Firm SEC Registration
BARNETT WEALTH ADVISORS, LLC | UPCHURCH & CORN ADVISORS, LLC | HEADLAND CAPITAL, LLC | HEADLAND CAPITAL | COASTAL WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(2/6/2026)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Matthew J Mccloghry's CRS (Customer Relationship Summary).
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