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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning. Their firm serves 7,211 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for customized advisory services are based on the value of your portfolio and are negotiable. The maximum advisory fee is 2.50%. You may pay monthly or quarterly account fees, either in advance or after the service is provided. These fees are directly deducted from your account. If you invest in mutual funds or ETFs, you'll pay advisory fees to both the fund manager and Osaic Institutions. If the custom advisory services apply to annuities for which the advisor receives trail compensation, such trail fees generally will be used to offset the advisory fee.
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.