Matthew Kelly
Investment adviser representative at Beacon Trust
14 yearsExperience
1 stateRegistered in
$4.4BFirm assets
11 yearsFirm in business
Are you Matthew Kelly? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Beacon TrustMay 2022 to now
- Morgan StanleyOct 2019 to Apr 2022
- Metlife InvestmentsNov 2012 to Oct 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Beacon Trust
Legal name: Beacon Investment Advisory Services, Inc.
$4.4BAssets managed
2,939Clients
30Advisers
11 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
- 5290319
- Firm CRD
- 226547