Matthew
Kelly

Allegheny Investments, LTD

CRD#5377798
Investment Advisor
in Pittsburgh, PA
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

Stone Quarry Crossing 811 Camp Horne Road, Suite 100
Pittsburgh, PA 15237

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Allegheny Investments, LTD Brokerage Details

Total Assets Under Management

$352,265,041

PA Average: $15,833,994,310
Total Number of Employees

111

PA Average: 41
Total Number of Accounts

1,500

PA Average: 3,342
Average Account Size

$234,843

PA Average: $4,737,880

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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.

2010 - Present (9 years)

Allegheny Investments

2007 - 2010 (3 years)

The Nolan Financial Group

Disclosures

Matthew Kelly has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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