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RIA / WealthAdvisor19 years in industry

MATTHEW ALAN MCKAY

Advisor at MCKAY WEALTH MANAGEMENT GROUP LLC

RICHMOND, VA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 14, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MCKAY WEALTH MANAGEMENT GROUP LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 4, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: May 4, 2007
First registration: May 14, 2007
Dual registered: no
Other names: MATTHEW A MC KAY|MATTHEW ALAN MC KAY|MATT MCKAY
IAPD individual key: 4885012

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MCKAY WEALTH MANAGEMENT GROUP LLC	State registered	Dec 15, 2015	n/a	yes	RICHMOND, VA	Current employment
STERNE AGEE ASSET MANAGEMENT, INC.	Former SEC adviser	Jul 31, 2014	Dec 14, 2015	no	RICHMOND, VA	Previous registration
STERNE AGEE ASSET MANAGEMENT, INC.	Former SEC adviser	Dec 9, 2011	Jul 24, 2014	no	BIRMINGHAM, AL	Previous registration
ANDERSON & STRUDWICK, INCORPORATED	Former SEC adviser	Feb 4, 2008	Dec 12, 2011	no	RICHMOND, VA\|RICHMOND, VA\|RICHMOND, VA\|RICHMOND, VA	Previous registration
MORGAN STANLEY & CO. LLC	n/a	May 14, 2007	Feb 1, 2008	no	RICHMOND, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STERNE AGEE ASSET MANAGEMENT, INC.	MCKAY WEALTH MANAGEMENT GROUP LLC	Dec 14, 2015	Dec 15, 2015	1	Firm change	Other
ANDERSON & STRUDWICK, INCORPORATED	STERNE AGEE ASSET MANAGEMENT, INC.	Dec 12, 2011	Dec 9, 2011	-3	Firm change	Other
MORGAN STANLEY & CO. LLC	ANDERSON & STRUDWICK, INCORPORATED	Feb 1, 2008	Feb 4, 2008	3	Firm change	Other

Relationships

Registered with (4)

→ MCKAY WEALTH MANAGEMENT GROUP LLCRegistered adviserregistration: current employment
Dec 15, 2015 to presentfactForm ADV
→ STERNE AGEE ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Jul 31, 2014 to Dec 14, 2015factForm ADV
→ ANDERSON & STRUDWICK, INCORPORATEDRegistered adviserregistration: previous registration
Feb 4, 2008 to Dec 12, 2011factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
May 14, 2007 to Feb 1, 2008factForm ADV

Dated events

No dated event names this entity yet.