Allegheny Investments, LTD
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About this Advisor
Matthew Kelly is a certified financial planner who works in Pittsburgh, Pennsylvania, with 11 years of experience as a financial advisor. Kelly is an advisor for Allegheny Investments, LTD. Over the course of their career, Kelly has held roles at The Nolan Financial Group and Allegheny Investments. Kelly maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Pennsylvania. Allegheny Investments, LTD is an advisory firm that has its headquarters in Pittsburgh, Pennsylvania. The firm has offices in nine locations and a total of 106 financial advisors. It administers $340 million in assets under management among its 1,702 accounts, making it one of the mid-sized firms in the country by assets under management. The firm advises five charities and foundations. Of its 1,702 accounts, just 5% belong to high-net-worth investors who have more than $1 million in investable assets. The firm provides a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees depend on the services. Fees billed by Allegheny Investments, LTD most likely are comprised of any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Allegheny Investments, LTD Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Matthew Kelly Work History
Matthew has 11 years of experience.
The Nolan Financial Group
Matthew Kelly has no disclosures.
Please visit their SEC profile for more details.