Kei
Sasaki

Mtc Wealth Management

CRD#5985572
Investment Advisor
in Chatham, NJ

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About this Advisor

Kei Sasaki is a financial advisor based in Chatham, New Jersey, working with Mtc Wealth Management. Kei has previously held positions at Mtc Wealth Management, LLC and Pinebridge Investments LLC. Kei has passed the Series 66 regulatory exam and is registered to provide services in multiple states, including Alabama, Alaska, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maine, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, New Hampshire, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, Wisconsin, and Wyoming. Currently, Kei is part of Mtc Wealth Management, which operates out of Chatham, New Jersey. The firm has 1 office and 19 employees. The firm manages assets totaling $313.6 million and offers portfolio management for institutional clients. The fee structure at Mtc Wealth Management includes asset-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Services Offered

Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

Chatham, NJ

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Mtc Wealth Management Brokerage Details

Total Assets Under Management

$313,622,881

NJ Average: $1,855,561,029
Total Number of Employees

19

NJ Average: 62
Total Number of Accounts

3

NJ Average: 2,474
Average Account Size

$104,540,960

NJ Average: $750,025

Investment Advisory Services

  • Portfolio management for businesses or institutional clients

Kei Sasaki Work History

2024 - Present (0 year)

Mtc Wealth Management, LLC

1999 - Present (25 years)

Pinebridge Investments LLC

Disclosures

Please visit the SEC profile of Kei Sasaki 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 Mtc Wealth Management

Daric Olson
Denver, CO
Sharon Giuffre
Tampa, FL
Jeffrey Terrell
Denver, NC
Katherine Braddock
Tampa, FL
Kei Sasaki
Chatham, NJ

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