Matthew Thomas Donaghue
Investment adviser representative at Kestra Advisory Services, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$79.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Kestra Advisory Services, LLCJan 2023 to now
- Kestra Investment Services, LLCJan 2023 to now
- Cetera Investment Advisers LLCJun 2019 to Jan 2023
- Cetera Investment Services LLCJun 2019 to Jan 2023
- Fraternal Field Manager AssociationJun 2018 to Jun 2019
- Foresters Advisory ServicesAug 2015 to Jun 2019
- Foresters Financial Services, Inc.Aug 2015 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4162725
- Firm CRD
- 283330