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Matthew Ray Mckay

BRIAUD FINANCIAL PLANNING INC·COLLEGE STATION, Texas
Clean record6 years registeredBRIAUD FINANCIAL PLANNING INC
1611 CRESCENT POINTE PARKWAY, COLLEGE STATION, TX 77845CRD# 7234816Firm CRD# 105638

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Ray Mckay · COLLEGE STATION, TX
Registration
CRD #7234816 · BRIAUD FINANCIAL PLANNING INC · 6 years registered
Brand Profile
Not yet started
01

Career History

BRIAUD FINANCIAL ADVISORS
Mar 2020 – present
02

Registrations & Exams

Registration record
First registered · March 4, 2020
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BRIAUD FINANCIAL PLANNING INC
CRD 105638 · SEC 801-31379
AUM
$705M
Regulatory assets under management
Employees
13
1,973 client accounts
Services offered by BRIAUD FINANCIAL PLANNING INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at BRIAUD FINANCIAL PLANNING INC →
Introduction

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05

Frequently Asked Questions

What services does Matthew Ray Mckay offer?
Matthew Ray Mckay specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in COLLEGE STATION, Texas for a consultation.
What are Matthew Ray Mckay's credentials?
Matthew Ray Mckay is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Ray Mckay located?
Matthew Ray Mckay is based in COLLEGE STATION, Texas, working with BRIAUD FINANCIAL PLANNING INC. Their office serves clients in the COLLEGE STATION metropolitan area and surrounding communities.
How does Matthew Ray Mckay charge for services?
Matthew Ray Mckay's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRIAUD FINANCIAL PLANNING INC?
BRIAUD FINANCIAL PLANNING INC has approximately 13 employees and manages $705M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BRIAUD FINANCIAL PLANNING INC

Roger Stephen Pine
COLLEGE STATION, TX
Janet Briaud
COLLEGE STATION, TX
Natalie Briaud Pine
COLLEGE STATION, TX

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Research
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