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MM

Matthew J. Mccloghry

HEADLAND CAPITAL
St. Augustine, FL 32084
Some features on this profile are disabled
CRD#: 6196875
MM

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 and LPL FINANCIAL LLC located in St. Augustine, Florida.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered 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.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Matthew James Mccloghry

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 J Mccloghry'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®
None

Experience

Current

February 6, 2026 - Present

HEADLAND CAPITAL

Office #1: 24 Cathedral Place, St. Augustine, FL 32084
RIA
CRD#: 332277
St. Augustine, FL
Current

March 15, 2024 - Present

LPL FINANCIAL LLC

Office #1: 24 Cathedral Pl. Ste 500, St. Augustine, FL 32084
RIA
BD
CRD#: 6413
St. Augustine, FL
Past

June 5, 2013 - January 7, 2019

WEEDEN & CO.L.P.

BD
CRD#: 16835
NEW YORK, NY

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".
HC
HEADLAND CAPITAL
BARNETT WEALTH ADVISORS, LLC | UPCHURCH & CORN ADVISORS, LLC | HEADLAND CAPITAL, LLC | HEADLAND CAPITAL | COASTAL WEALTH MANAGEMENT, LLC

CRD#: 332277 / SEC#: 801-130923

RIA
Registered Investment Advisory firm - (9/24/2024 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(3/18/2024)
IAR
Florida
(2/6/2026)
RR
Tennessee
(1/16/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/7/2024
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/13/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/15/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/10/2023
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/4/2013
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

HC
HEADLAND CAPITAL
BARNETT WEALTH ADVISORS, LLC | UPCHURCH & CORN ADVISORS, LLC | HEADLAND CAPITAL, LLC | HEADLAND CAPITAL | COASTAL WEALTH MANAGEMENT, LLC

CRD#: 332277 / SEC#: 801-130923

RIA
Registered Investment Advisory firm - (9/24/2024 Approved)
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Contact information

Main Address
300 West Coleman Blvd. Suite 204, Mt. Pleasant, SC 29464
Mailing Address
Phone number
(843) 388-4300
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

HEADLAND CAPITAL, LLC ADV PART 2A - 7.23.25 (7/24/2025)

Regulatory assets under management

Total Number of Accounts1,509
AUM (Assets Under Management)$ 403,025,177

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.

Company Information

HEADLAND CAPITAL

CRD#: 332277St. Augustine, FL 32084

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