Matthew Kelley
Matthew Kelley is a CFA-designated registered investment advisor at LPL Financial LLC, based in Rochester, NY, with 9 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
225 Chestnut St, Rochester, NY, 14604
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Matthew works for Cooper/Haims Advisors, LLC and ESL Trust Services, LLC, both financial institutions. He spends about half his time at Cooper/Haims Advisors and minimal time at ESL Trust Services.
Employment History
Current Registrations
LPL Financial LLC
Cooper/haims Advisors, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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