Matthew Gerard Klein
Investment adviser representative at Lee, Kelleher & Klein Wealth Management
19 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$252.4MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Lee, Kelleher & Klein Wealth ManagementMar 2026 to now
- Lee-kelleher Wealth ManagementFeb 2026 to now
- Bank of America, N.A.Aug 2011 to Jan 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2007 to Jan 2026
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (MD).
Lee, Kelleher & Klein Wealth Management
Legal name: Lee, Kelleher, & Klein Wealth Management LLC
$252.4MAssets managed
155Clients
3Advisers
2 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
- 5270362
- Firm CRD
- 331717