Matthew Kelly
Matthew Kelly is a registered investment advisor at Cetera Investment Advisers LLC, based in Independence, OH, with 33 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4807 Rockside Rd Suite 330, Independence, OH, 44131
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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.
Learn about disclosures →Other Business Activities
Matthew is a co-owner of Verus Financial, providing financial advisory services, which takes a full-time commitment. He also serves as the president of Shaker Heights Youth Lacrosse Inc., dedicating a few hours per week to this non-profit organization.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Aig Financial Advisors, INC.
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.
Sunamerica Securities, INC.Broker
Sunamerica Securities, INC.Broker
Corporate Securities Group, INC.Broker
Euro-Atlantic Securities INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.