Matthew Ray
Investment Adviser Representative at Searcy Financial Services, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew Ray is an investment adviser representative in Rexburg, ID, currently registered with Searcy Financial Services, Inc. and Allos Investment Advisors, LLC. They have worked in the securities industry since 2026. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Idaho and Kansas.
Registrations & licenses
- Investment adviser:
- Idaho, Kansas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Searcy Financial Services, Inc.Apr 2026 – no end date reportedOverland Park, KS
- KeyBank Investment ServicesMay 2025 – Aug 2025Idaho Falls, ID
- The Denver Shade CompanyApr 2020 – Dec 2020Denver, CO
- Brigham Young University- IdahoAug 2019 – Apr 2026Rexburg, ID
- Mountain Vista High SchoolAug 2016 – May 2019Highlands Ranch, CO
- Allos Investment Advisors, LLCApr 2026 – no end date reportedOverland Park, KS
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Searcy Financial Services, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Platinum - All Assets0.60%
- Gold - Under $3M0.75%
- Gold - Over $3M0.50%
- Silver - Under $1M1.00%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 9
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Overland Park, KS
- SEC file number:
- 801-16377
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 15, 2026
View full firm profileOther advisors at Searcy Financial Services, Inc.
8 other advisors in the directory
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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 Ray 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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