Matthew Mckenna
Matthew Mckenna is a registered investment advisor at Osaic Institutions, INC., based in West Orange, NJ, with 28 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 16,312 clients with $6.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum advisory fee is generally 2.50% and is negotiable between the advisor and client.
Fee Estimator
Location
300 Executive Dr Suite 350, West Orange, NJ, 07052
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2010Other Business Activities
Matthew is the President of McKenna since 2021, dedicating minimal time. He also works as a high school wrestling official since 2010, also dedicating minimal time.
Employment History
Current Registrations
Osaic Institutions, INC.
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Touchstone Securities, INC.Broker
UBS Painewebber INC.Broker
Alliance Fund Distributors, INC.Broker
Northstar Distributors, INC.Broker
State Registrations19 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.
Exams
More Advisors
- Arthur GrossbardOsaic Institutions, INC.
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- Taylor Morales, CFP