Matthew Heffington has been Managing Member of Kimery Wealth Management since June 2017, is not listed as a control person, but directly owns between 10% and 25% of the firm.
Kimery Wealth Management, LLC is a Memphis, TN firm with $555M under management, 471 clients and 6 advisers in one office, as of its September 2026 filing.
Matthew Heffington’s longest registration is the current one, 9 years at Kimery Wealth Management since 2017. Before joining Kimery Wealth Management in 2017, Matthew Heffington was registered through Morgan Stanley.
- – present · 9 yearsMemphis, TN · Adviser representative · Firm CRD 288229
- Morgan Stanley– · 3 yearsMemphis, TN · Adviser representative · Firm CRD 149777
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 29 May 2014 |
| Series 7 | General Securities Representative Examination | 3 May 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew Curtis Heffington
- CRD
- 5365434
- Firm
- Kimery Wealth Management · CRD 288229
- Role
- Managing Member
- Office
- 6410 POPLAR AVENUE, SUITE 100 TOWER 2, Memphis, TN 38119
- Registration
- Investment adviser registration
- In the industry since
- May 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Heffington work?
Matthew Heffington has been Managing Member of Kimery Wealth Management, LLC since June 2017.
Is Matthew Heffington a financial advisor?
Yes. Matthew Heffington has a current investment-adviser registration, through Kimery Wealth Management since June 2017.
How many years of experience does Matthew Heffington have?
Matthew Heffington has 12 years in the financial industry, since May 2014, across 2 adviser firms.
What exams has Matthew Heffington passed?
Matthew Heffington has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2014. FINRA credited Matthew Heffington with the SIE, which began in October 2018.
Where did Matthew Heffington work before Kimery Wealth Management?
Before Kimery Wealth Management, Matthew Heffington was registered through Morgan Stanley, May 2014 to June 2017.
Where is Matthew Heffington based?
Matthew Heffington’s registered office is in Memphis, TN.
Is Matthew Heffington registered with FINRA?
No. Matthew Heffington has no current broker registration.
How can I verify Matthew Heffington’s record?
Search CRD 5365434 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Heffington’s full registration record.