Matthew Kelley is a registered investment advisor, based in Port Jefferson, NY, with 21 years of industry experience.
Location
1000 Main Street Suite 1, Port Jefferson, NY, 11733
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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 ActivitiesSells Insurance
Matthew sells fixed insurance products as an insurance agent since 2004, dedicating minimal time to this activity. He also works as a financial advisor at Economic Planning Group East, focusing on wealth management, which takes nearly full-time hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Hornor, Townsend & Kent, INC.Broker
Equity Services, INC.Broker
State Registrations3 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.