Unclaimed Profile

Matthew Scott Wickline

C.S. MCKEE, L.P.·PITTSBURGH, Pennsylvania

SIE, Series 7TO, Series 66Clean record9 years registeredC.S. MCKEE, L.P.

ONE GATEWAY CENTER, PITTSBURGH, PA 15222CRD# 5770083Firm CRD# 119167

Profile Verification

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

Identity

Matthew Scott Wickline · PITTSBURGH, PA

Registration

CRD #5770083 · C.S. MCKEE, L.P. · 9 years registered

Brand Profile

Not yet started

Career History

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

Feb 2022 – present

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

Jun 2021 – Dec 2021

Monroeville, PA

SYMONS CAPITAL MANAGEMENT INC

Sep 2016 – Jun 2018

PITTSBURGH, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 66

Registration record

First registered · September 20, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

C.S. MCKEE, L.P.

CRD 119167 · SEC 801-60927

AUM

$704M

Regulatory assets under management

Employees

49 client accounts

Services offered by C.S. MCKEE, L.P.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at C.S. MCKEE, L.P. →

Introduction

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Frequently Asked Questions

What services does Matthew Scott Wickline offer?

Matthew Scott Wickline specializes in Investment Management, Wealth Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.

What are Matthew Scott Wickline's credentials?

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

Where is Matthew Scott Wickline located?

Matthew Scott Wickline is based in PITTSBURGH, Pennsylvania, working with C.S. MCKEE, L.P.. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.

How does Matthew Scott Wickline charge for services?

Matthew Scott Wickline's firm is compensated through percentage of aum, other: indirect compensation (soft dollars). Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is C.S. MCKEE, L.P.?

C.S. MCKEE, L.P. has approximately 34 employees and manages $704M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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