MR
Matthew Ray Mc Kay
CRD 7234816
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Briaud Financial Planning Inc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Briaud Financial Planning Inc
Portfolio Manager · 5% – 10% · May 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗