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2920 W Broad St Suite 208, Richmond, VA 23230 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2015-12-15 |
Branch Locations
2920 W Broad St Suite 208, Richmond, VA 23230 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mckay Wealth Management Group Llc | Richmond | VA | 12/2015 | 01/2024 |
| Mckay Wealth Management Group Llc | Richmond | VA | 01/2024 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-04 |
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