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Matthew Scott McGahey

Steadfast Financial Services

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About Matthew Scott McGahey

Matthew McGahey is a financial professional with Steadfast Financial Services. He is a Certified Financial Planner and Chartered Financial Consultant, and is registered with the state of Florida as an investment advisor representative. Matthew has been in the financial industry since January 2013. Steadfast Financial Services has approximately $74,761,783 in regulatory assets under management, which includes $74,761,783 in discretionary assets. Their firm provides financial planning, portfolio management for individuals, and other advisory services.

Firm Information

Matthew McGahey is currently registered with Steadfast Financial Services. Steadfast Financial Services is an investment advisor headquartered in [**Provide location**] with 2 investment advisor representatives. They manage approximately $74,761,783 in assets for 108 clients, primarily high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. The firm offers financial planning and portfolio management services for individuals.

$74.76M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew McGahey’s Registration & Firm History

FL

02/13/2024 - Present

Steadfast Financial Services (ALTAMONTE SPRINGS FL)

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Licenses & Designations

IA

Issued 05/07/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Scott McGahey.
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