Matthew P Mckee
Investment adviser representative at Target Rock Wealth Management, LLC
11 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$94MFirm assets
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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
11 years in the industry.
- Target Rock Wealth Management, LLCFeb 2021 to now
- Samalin Investment CounselJul 2018 to Feb 2021
- Gabelli FundsJul 2015 to Jul 2018
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Target Rock Wealth Management, LLC
$94MAssets managed
88Clients
3Advisers
2 yearsIn 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
- 4663295
- Firm CRD
- 312279