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Matthew Alan Mckay

Mckay Wealth Management Group LLC

Richmond, VA

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Current Employers
Mckay Wealth Management Group Llc

2920 W Broad St Suite 208, Richmond, VA 23230 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2015-12-15
  • VA RA
    APPROVED
    Since 2015-12-15

Branch Locations

2920 W Broad St Suite 208, Richmond, VA 23230 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Mckay Wealth Management Group Llc Richmond VA 12/2015 01/2024
Mckay Wealth Management Group Llc Richmond VA 01/2024 Present
Previous Registrations
  • 2014-07-31 → 2015-12-14
    Intl Advisory Consultants Inc.
    Richmond, VA
  • 2011-12-09 → 2014-07-24
    Intl Advisory Consultants Inc.
    Birmingham, AL
  • 2008-02-04 → 2011-12-12
    Anderson & Strudwick, Incorporated
    Richmond, VA
    Richmond, VA
    Richmond, VA
    Richmond, VA
  • 2007-05-14 → 2008-02-01
    Morgan Stanley & Co. Llc
    Richmond, VA
Other Businesses

Matthew Alan McKay is an independent licensed insurance agent, and from time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. McKay Wealth Management Group LLC always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of McKay Wealth Management Group LLC in connection with such individual's activities outside of McKay Wealth Management Group LLC. Matthew Alan McKay is trustee of a family trust, McKay Children's Irrevocable Trust. Matthew Alan McKay is a member and partial owner of White Oak Lodging LLC. 4496 Weakley Hollow Road, Syria, VA 22743 Rental Property Purchased in September 2021 Matthew Alan McKay spends about 15% of his time on these various activities, mostly during non-securities trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-05-04
  • S66 Uniform Combined State Law Examination
    2007-05-04
Other Names
  • Matthew A Mc Kay
  • Matthew Alan Mc Kay
  • Matt Mckay

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