Matthew James Connell
Investment adviser representative at Western Wealth Management LLC
13 yearsExperience
1 stateRegistered in
$5.4BFirm assets
10 yearsFirm in business
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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
- Seminars and workshops
Experience
13 years in the industry.
- Western Wealth Management LLCNov 2024 to now
- Morgan Stanley Private Bank, N.AJan 2023 to now
- Morgan StanleySep 2017 to now
- UnemployedJun 2017 to Aug 2017
- Industria PartnersJan 2017 to Mar 2017
- University of DenverAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CO).
Western Wealth Management LLC
$5.4BAssets managed
11,253Clients
113Advisers
10 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
- 6634130
- Firm CRD
- 283545