Matthew R. Mccreary

DARROW WEALTH MANAGEMENT

Austin, TX

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CRD#: 6534319

Professional summary

Matthew Robert Mccreary, CFP®, who also goes by Matt Mccreary, is a registered financial advisor currently at DARROW WEALTH MANAGEMENT located in Austin, Texas.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Matthew has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Mccreary

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 Robert Mccreary'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: 2021

Experience

Current

June 6, 2022 - Present

DARROW WEALTH MANAGEMENT

RIA

CRD#: 105679

Austin, TX

Past

January 29, 2016 - January 27, 2022

DIMENSIONAL FUND ADVISORS LP

RIA

CRD#: 106482

AUSTIN, TX

Past

September 11, 2015 - January 27, 2022

DFA SECURITIES LLC

CRD#: 10292

AUSTIN, TX

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".

DARROW WEALTH MANAGEMENT

DARROW WEALTH MANAGEMENT | THE DARROW COMPANY, INC.

CRD#: 105679 / SEC#: 801-34359

RIA

Registered Investment Advisory firm - (7/6/1989 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.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(6/8/2022)

IAR

Texas
(6/6/2022)

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: 1/22/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/11/2015

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/20/2021

General Securities Principal Examination

Current Firm

DARROW WEALTH MANAGEMENT

DARROW WEALTH MANAGEMENT | THE DARROW COMPANY, INC.

CRD#: 105679 / SEC#: 801-34359

RIA

Registered Investment Advisory firm - (7/6/1989 Approved)

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Contact information

Main Address

200 Reservoir Street Suite 303, Needham, MA 02494

Mailing Address

Phone number

(978) 369-5144

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DARROW WEALTH MANAGEMENT DISCLOSURE BROCHURE (9/8/2025)

Regulatory assets under management

Total Number of Accounts	381
AUM (Assets Under Management)	$ 308,122,093

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/24/2025	Cover Page	Report
07/22/2024	Cover Page	Report
03/02/2024	Cover Page	Report
02/02/2023	Cover Page	Report

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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Matthew R. Mccreary

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

DIMENSIONAL FUND ADVISORS LP

DFA SECURITIES LLC

Primary Firm SEC Registration

DARROW WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 1/22/2016

SIE

Date: 10/1/2018

Series 7

Date: 9/11/2015

Series 24

Date: 7/20/2021

Current Firm

DARROW WEALTH MANAGEMENT

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

DARROW WEALTH MANAGEMENT

TRUST BUT VERIFY

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