Matthew Ryan Kelley
Investment adviser representative at Cooper/haims Advisors, LLC
14 yearsExperience
1 stateRegistered in
CFADesignation
$1.2BFirm 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
14 years in the industry.
- LPL Financial LLCAug 2024 to now
- Cooper/haims Advisors, LLCMar 2024 to now
- Esl Federal Credit UnionApr 2019 to Mar 2024
- Tompkins Financial AdvisorsOct 2017 to Apr 2019
- Morgan Stanley Smith Barney LLCDec 2012 to Oct 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (NY).
Cooper/haims Advisors, LLC
$1.2BAssets managed
527Clients
9Advisers
23 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
- 5620234
- Firm CRD
- 124122