Matthew
Kelly
Aegis Capital Corp
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About this Advisor
Matthew Kelly is a financial advisor based in Sarasota, Florida, working with Aegis Capital Corp. Matthew has previously held positions at Aegis Capital Corp and Essenson Law Firm. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Florida and Minnesota. Currently, Matthew is part of Aegis Capital Corp, which operates out of Sarasota, Florida. The firm has 20 offices and 257 employees. The firm manages assets totaling $1.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Aegis Capital Corp includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Aegis Capital Corp Brokerage Details
$1,282,090,691
257
2,479
$517,181
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Matthew Kelly Work History
Aegis Capital Corp
Essenson Law Firm
Essenson Law Firm
Essenson Law Firm
Disclosures
Please visit the SEC profile of Matthew Kelly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Aegis Capital Corp
New York, NY
New York, NY
Northbrook, IL
Hillsdale, NJ
Melville, NY
New York, NY
Stamford, CT
New York, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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