Matthew McKeown has been an investment adviser representative at Pearl Wealth Group since February 2024, and is not listed among the firm’s executive officers or direct owners.
Pearl Wealth Group, LLC is a firm with $103M under management, 273 clients and 2 advisers across 2 offices, as of its June 2026 filing.
Matt McKeown is Financial Planner of Pearl Wealth Group. He is a veteran of the United States Air Force who began his financial services career in 2002. His focus is retirement, estate and investment planning.
Matthew McKeown’s longest registration was 4 years at Sandy Morris Financial & Estate Planning Services, LLC (2019–2024). Before joining Pearl Wealth Group in 2024, Matthew McKeown was registered through Sandy Morris Financial & Estate Planning Services, LLC.
- Pearl Wealth GroupCurrent– present · 2 yearsPalm Harbor, FL · Adviser representative · Firm CRD 326283
- Sandy Morris Financial & Estate Planning Services, LLC– · 4 yearsTampa, FL · Adviser representative · Firm CRD 187519
Professional designations
Listed by Pearl Wealth Group
- Registered Financial Consultant (RFC®)
Investment adviser representative registrations
Matthew McKeown is registered as an investment adviser representative in Florida, since February 2024.
- FloridaSince 20 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 June 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 13 March 2014 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 12 April 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Matthew William McKeown
- CRD
- 4569178
- Firm
- Pearl Wealth Group · CRD 326283
- Office
- Palm Harbor, FL
- Registration
- Investment adviser registration
- In the industry since
- October 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pearlwealthgroup.com
Where does Matthew McKeown work?
Matthew McKeown is an investment adviser representative registered through Pearl Wealth Group, LLC since February 2024, and is not listed among the firm’s executive officers or direct owners.
Is Matthew McKeown a financial advisor?
Yes. Matthew McKeown has a current investment-adviser registration in Florida, through Pearl Wealth Group since February 2024.
How many years of experience does Matthew McKeown have?
Matthew McKeown has 15 years in the financial industry, since October 2010, across 2 adviser firms.
What exams has Matthew McKeown passed?
Matthew McKeown has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in April 2010. FINRA credited Matthew McKeown with the SIE, which began in October 2018.
Where did Matthew McKeown work before Pearl Wealth Group?
Before Pearl Wealth Group, Matthew McKeown was registered through Sandy Morris Financial & Estate Planning Services, LLC, June 2019 to February 2024.
Where is Matthew McKeown based?
Matthew McKeown’s registered office is in Palm Harbor, FL.
Is Matthew McKeown registered with FINRA?
No. Matthew McKeown has no current broker registration.
How can I verify Matthew McKeown’s record?
Search CRD 4569178 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew McKeown’s full registration record.
