AdFi
MC

Matthew Charles McMahan

Investment Adviser Representative at AEGIS WEALTH MANAGEMENT, LLC

Maitland, FLCRD #6524400Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
States Registered
1 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Matthew Charles Mcmahan has worked in the securities industry since 2015. They have passed the Series 65 and 7 examinations. They are registered to provide investment advisory services in Florida.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Florida
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/28/2015
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/29/2015

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Flat Fee
Blended rate
0.01
Source

Aegis Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

AEGIS WEALTH MANAGEMENT, LLCCurrent
2/23/2018Maitland, FL
DELTA CAPITAL MANAGEMENT, LLC
7/15/201911/8/2021Maitland, FL
ALTERNATIVE INVESTMENT ADVISORS, LLC
9/23/20159/4/2018Maitland, FL

Official records & sources

Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at AEGIS WEALTH MANAGEMENT, LLC

2 other advisors in the directory

View AEGIS WEALTH MANAGEMENT, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Charles McMahan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched