Matthew G. Mckinnon

WHITWELL ADVISORS

Austin, TX

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CRD#: 7234851

Professional summary

Matthew Gordon Mckinnon, who also goes by Matthew G Mckinnon, Matthew Mckinnon, is a registered financial advisor currently at WHITWELL ADVISORS located in Austin, Texas.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Matthew has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew G Mckinnon | Matthew Mckinnon

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 Gordon Mckinnon'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

January 3, 2025 - Present

WHITWELL ADVISORS

RIA

CRD#: 331958

Austin, TX

Past

August 5, 2024 - October 10, 2024

SAX WEALTH ADVISORS, LLC

RIA

CRD#: 119193

CONCORD, MA

Past

January 30, 2024 - July 31, 2024

JOURNEY WEALTH PARTNERS

RIA

CRD#: 147017

CONCORD, MA

Past

June 5, 2020 - September 25, 2023

WELLESLEY ASSET MANAGEMENT, INC.

RIA

CRD#: 116176

WELLESLEY, MA

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".

WHITWELL ADVISORS

WHITWELL & CO, LLC | WHITWELL ADVISORS

CRD#: 331958 / SEC#: 801-131151

RIA

Registered Investment Advisory firm - (11/5/2024 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.

Highlighted states indicate IAR registrations

IAR

Texas
(1/3/2025)

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 65

Date: 6/5/2020

Uniform Investment Adviser Law Examination

Current Firm

WHITWELL ADVISORS

WHITWELL & CO, LLC | WHITWELL ADVISORS

CRD#: 331958 / SEC#: 801-131151

RIA

Registered Investment Advisory firm - (11/5/2024 Approved)

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Contact information

Main Address

Bee Cave, TX

Mailing Address

15511 State Hwy 71, Suite 110-526, Austin, TX 78738

Phone number

(512) 766-7775

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

WHITWELL & CO - ADV 2A BROCHURE MAY 2025 (5/26/2025)

Regulatory assets under management

Total Number of Accounts	460
AUM (Assets Under Management)	$ 112,624,132

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 G. Mckinnon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

WHITWELL ADVISORS

SAX WEALTH ADVISORS, LLC

JOURNEY WEALTH PARTNERS

WELLESLEY ASSET MANAGEMENT, INC.

Primary Firm SEC Registration

WHITWELL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/5/2020

Current Firm

WHITWELL ADVISORS

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WHITWELL ADVISORS

TRUST BUT VERIFY

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