Unclaimed Profile

Matthew Mcginness

FIRST ALLIED ADVISORY SERVICES, INC.·CHESTERFIELD, Missouri

SIE, Series 6, Series 7, Series 24, Series 63, Series 66Clean record13 years registeredFIRST ALLIED ADVISORY SERVICES, INC.

15455 CONWAY ROAD, CHESTERFIELD, MO 63017CRD# 2761556Firm CRD# 137888

Profile Verification

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

Identity

Matthew Mcginness · CHESTERFIELD, MO

Registration

CRD #2761556 · FIRST ALLIED ADVISORY SERVICES, INC. · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FIRST ALLIED ADVISORY SERVICES, INC.

GROW WELL FINANCIAL PLANNING

May 2019 – Mar 2020

KALAHEO, HI

FIRST ALLIED ADVISORY SERVICES, INC.

Oct 2012 – Feb 2015

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · October 15, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIRST ALLIED ADVISORY SERVICES, INC.

CRD 137888 · SEC 801-66653

AUM

$7.0B

Regulatory assets under management

Employees

564

29,608 client accounts

Services offered by FIRST ALLIED ADVISORY SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FIRST ALLIED ADVISORY SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Matthew Mcginness offer?

Matthew Mcginness specializes in Financial Planning, Investment Management, Wealth Management.

What are Matthew Mcginness's credentials?

Matthew Mcginness is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Mcginness located?

Matthew Mcginness is based in CHESTERFIELD, Missouri, last registered with FIRST ALLIED ADVISORY SERVICES, INC..

How does Matthew Mcginness charge for services?

Matthew Mcginness's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRST ALLIED ADVISORY SERVICES, INC.?

FIRST ALLIED ADVISORY SERVICES, INC. has approximately 564 employees and manages $7.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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