Adviser and broker representative · Myicon
Matthew D. McKellar
CRD 3143867 · Kirkland, WA
At a glance
Matthew D. McKellar is an investment adviser representative with Myicon in Kirkland, WA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Matthew’s SEC record dates to 2000, about 26 years ago. Matthew is also registered as a broker representative.
Current advisory firms
- MyiconSince December 2005Kirkland, WA · State-registered or not in the SEC’s list
- Private Advisor Group, LLCSince December 2013Morristown, NJ · $58B in regulatory assets
SEC adviser record
- Registered since
- 2000 (26 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Matthew’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 5 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.