Matthew McKay has been Portfolio Manager of Briaud Financial Planning since January 2022, is not listed as a control person, but directly owns between 10% and 25% of the firm. Matthew McKay is a graduate of certificate in Financial Planning, North Carolina State University. Matthew McKay studied at the University of North Carolina at Greensboro.
Briaud Financial Planning Inc is a College Station, TX firm with $913M under management, 279 clients and 6 advisers in one office, as of its May 2026 filing.
Matthew McKay is Director of Investments / Partner of Briaud Financial Advisors. His responsibilities include the oversight of client portfolios, managing the firm's investment operations team, research and due diligence of new investment opportunities and the communication of the firm's investment strategy. Matt joined Briaud in early 2017 after working in banking and higher education.
- Briaud Financial AdvisorsCurrent– present · 6 yearsCollege Station, TX · Adviser representative · Firm CRD 105638
Professional designations
Listed by Briaud Financial Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Matthew McKay is registered as an investment adviser representative in Texas, since March 2020.
- TexasSince 4 March 2020
Examinations
No examinations are on Matthew McKay’s record.
- Full name
- Matthew Ray McKay
- CRD
- 7234816
- Firm
- Briaud Financial Planning · CRD 105638
- Role
- Portfolio Manager
- Office
- 1611 CRESCENT POINTE PARKWAY, College Station, TX 77845
- Registration
- Investment adviser registration
- In the industry since
- March 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- briaud.com
Where does Matthew McKay work?
Matthew McKay has been Portfolio Manager of Briaud Financial Planning Inc since January 2022.
Is Matthew McKay a financial advisor?
Yes. Matthew McKay has a current investment-adviser registration in Texas, through Briaud Financial Planning since March 2020.
How many years of experience does Matthew McKay have?
Matthew McKay has 6 years in the financial industry, since March 2020, across 1 adviser firm.
Where is Matthew McKay based?
Matthew McKay’s registered office is in College Station, TX.
Is Matthew McKay registered with FINRA?
No. Matthew McKay has no current broker registration.
Is Matthew McKay a CFP?
Briaud Financial Planning lists Matthew McKay with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Matthew McKay’s record?
Search CRD 7234816 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew McKay’s full registration record.