Matthew William Mckeown
Investment adviser representative at Pearl Wealth Group
10 yearsExperience
1 stateRegistered in
$102.9MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Pearl Wealth Group, LLCFeb 2024 to now
- Sandy Morris Financial ServicesMay 2016 to Feb 2024
- Sandy Morris Insurance ServicesMay 2016 to Feb 2024
- G.G Incestment SevicesMay 2016 to Dec 2018
- Gf Investment Services LLCMay 2016 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
Pearl Wealth Group
Legal name: Pearl Wealth Group, LLC
$102.9MAssets managed
273Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4569178
- Firm CRD
- 326283