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Matthew Daniel Kelly

Allegheny Investments, Ltd.

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About Matthew Daniel Kelly

Matthew Kelly is a financial advisor with Allegheny Investments, Ltd. and Allegheny Financial Group Ltd. Matthew is a CERTIFIED FINANCIAL PLANNER™ professional with over 14 years of experience in the financial services industry. Matthew is registered in 19 states as both a broker and an investment advisor representative. He is dedicated to providing personalized financial advice to individuals, families, and businesses. Matthew has a strong commitment to helping clients achieve their financial goals.

Firm Information

Matthew Kelly is currently registered with Allegheny Investments, Ltd.. Allegheny Investments, Ltd. is a Pennsylvania-based corporation that has been providing investment advisory services since 1977. The firm manages over $530 million in assets for a variety of clients, including individuals, families, trusts, estates, pension plans, charitable organizations, and corporations. They offer a range of services, including financial planning, portfolio management, and wrap fee programs. The firm is registered with the Securities and Exchange Commission and with all 50 states.
Allegheny Investments, Ltd.

STONE QUARRY CROSSING

PITTSBURGH, PA 15237

$530.30M

Assets Under Management

20

Total Clients

69

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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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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Matthew Kelly’s Registration & Firm History

PA

01/04/2013 - Present

Allegheny Investments, Ltd. (PITTSBURGH PA)

MD

04/28/2008 - 05/24/2010

LINCOLN FINANCIAL ADVISORS CORPORATION (CHEVY CHASE MD)

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Licenses & Designations

IA

Issued 09/17/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/22/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/2012

Series 7 - General Securities Representative Examination

BC

Issued 04/25/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Daniel Kelly.
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