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Matthew Callan Carey

Keebeck Wealth Management LLC

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About Matthew Callan Carey

Matthew Callan Carey is a financial advisor at Keebeck Wealth Management LLC. Carey has been a registered Investment Advisor since 2020 and has a Series 65 license. Matthew has experience in the financial industry and has worked with clients in a variety of sectors. Keebeck Wealth Management LLC is an independent investment advisory firm that specializes in providing financial advice to individuals, families, and businesses. The firm has a strong focus on providing personalized investment management services, as well as a wide range of other financial planning services.

Firm Information

Matthew Carey is currently registered with Keebeck Wealth Management LLC. Keebeck Wealth Management LLC is a registered investment advisor based in Chicago, IL. The firm manages approximately $1.62 billion in assets for a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. The firm offers portfolio management for individuals and pooled investment vehicles. They are also registered with the SEC.
Keebeck Wealth Management LLC

150 N. RIVERSIDE PLAZA

CHICAGO, IL 60606

$1.62B

Assets Under Management

Not reported

Total Clients

5

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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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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percentage of assets

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

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Matthew Carey’s Registration & Firm History

IL

07/25/2020 - Present

Keebeck Wealth Management LLC (CHICAGO IL)

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Licenses & Designations

IA

Issued 07/25/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Callan Carey.
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