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MM

Matthew G. Mckinnon

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CRD#: 7234851
MM

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Matthew Gordon Mckinnon, who also goes by Matthew G Mckinnon, Matthew Mckinnon, was a registered financial professional .

Matthew is a previously registered financial professional and started their career in finance in 2020. Matthew had worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
No

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

January 3, 2025 - December 19, 2025

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".
WA
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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 6/5/2020
Uniform Investment Adviser Law Examination

Current Firm

WA
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
8

SEC notice filing (7 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

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

Regulatory assets under management

Total Number of Accounts460
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.

Company Information

WHITWELL ADVISORS

CRD#: 331958

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