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Matthew Arthur Keefe

THE Fiduciary Alliance

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About Matthew Arthur Keefe

Matthew Keefe is a Registered Investment Advisor (RIA) representative for The Fiduciary Alliance. Matthew has been in the industry since 2012, working in various roles, including at Merrimack Financial, Dick Insurance Agency and Haverhill Housing Authority. Matthew has a Series 65 license. The Fiduciary Alliance is a Registered Investment Advisor headquartered in Greenville, SC, with a branch office in Tewksbury, MA. The firm offers a range of advisory services, including financial planning, educational seminars, and portfolio management for both individuals and businesses.

Firm Information

Matthew Keefe is currently registered with THE Fiduciary Alliance. THE Fiduciary Alliance is an SEC-registered investment advisor located in Greenville, SC. The firm manages a total of $1.23 billion in client assets, including $788 million in discretionary assets. THE Fiduciary Alliance offers a range of advisory services, including financial planning, educational seminars, and portfolio management for individuals, businesses, and other investment advisors. The firm serves a diverse client base, including corporations, individuals, trusts, and charitable organizations.
THE Fiduciary Alliance

511 RHETT STREET, SUITE 2A

GREENVILLE, SC 29601

$1.23B

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Matthew Keefe’s Registration & Firm History

SC

03/14/2024 - Present

THE Fiduciary Alliance (GREENVILLE SC)

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Licenses & Designations

IA

Issued 06/28/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Arthur Keefe.
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