Unclaimed Profile

Matthew Charles Mcmahan

AEGIS WEALTH MANAGEMENT, LLC·MAITLAND, Florida

SIE, Series 7, Series 65CFPClean record10 years registeredAEGIS WEALTH MANAGEMENT, LLC

698 N. MAITLAND AVENUE, MAITLAND, FL 32751CRD# 6524400Firm CRD# 199511

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Charles Mcmahan · MAITLAND, FL

Registration

CRD #6524400 · AEGIS WEALTH MANAGEMENT, LLC · 10 years registered

Brand Profile

Not yet started

Career History

AEGIS WEALTH MANAGEMENT, LLC

Feb 2018 – present

DELTA CAPITAL MANAGEMENT, LLC

Jul 2019 – Nov 2021

MAITLAND, FL

ALTERNATIVE INVESTMENT ADVISORS, LLC

Sep 2015 – Sep 2018

MAITLAND, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Registration record

First registered · September 23, 2015

Years registered · 10

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AEGIS WEALTH MANAGEMENT, LLC

CRD 199511 · SEC 801-96327

AUM

$161M

Regulatory assets under management

Employees

477 client accounts

Services offered by AEGIS WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at AEGIS WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Charles Mcmahan offer?

Matthew Charles Mcmahan specializes in Investment Management. Contact their office in MAITLAND, Florida for a consultation.

What are Matthew Charles Mcmahan's credentials?

Matthew Charles Mcmahan holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew Charles Mcmahan located?

Matthew Charles Mcmahan is based in MAITLAND, Florida, working with AEGIS WEALTH MANAGEMENT, LLC. Their office serves clients in the MAITLAND metropolitan area and surrounding communities.

How does Matthew Charles Mcmahan charge for services?

Matthew Charles Mcmahan's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AEGIS WEALTH MANAGEMENT, LLC?

AEGIS WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $161M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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