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Matthew Edward Kenney

W & S Brokerage Services, Inc.

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About Matthew Edward Kenney

Matthew Edward Kenney is a registered representative with W&S Brokerage Services, Inc., specializing in securities and investment advisory services. Matthew has been in the financial services industry for over 17 years and has held previous positions with NYLIFE Securities LLC, Ameriprise Financial Services, Inc., Morgan Stanley DW Inc., and A. G. Edwards & Sons, Inc. Matthew holds the Series 63, 66, 7 and SIE securities licenses.

Firm Information

Matthew Kenney is currently registered with W & S Brokerage Services, Inc.. W&S Brokerage Services, Inc. is a corporation formed in 1974 and headquartered in Cincinnati, Ohio. The firm provides investment advisory services to individuals and is registered with the SEC and in 52 states. With over 85 registered representatives, W&S Brokerage Services, Inc. manages over $122 million in assets for its clients, offering portfolio management services and selection of other advisers.
W & S Brokerage Services, Inc.

400 BROADWAY

CINCINNATI, OH 45202

$122.86M

Assets Under Management

451

Total Clients

434

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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selection of other advisors

Helps you choose top advisors aligned with your 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 Kenney’s Registration & Firm History

PA

01/17/2023 - Present

W&S Brokerage Services, Inc. (WAYNE PA)

PA

06/15/2017 - 11/21/2022

NYLIFE SECURITIES LLC (BALA CYNWYD PA)

PA

01/17/2007 - 10/30/2012

AMERIPRISE FINANCIAL SERVICES, INC. (PLYMOUTH MEETING PA)

PA

05/24/2005 - 01/23/2007

MORGAN STANLEY DW INC. (WEST CONSHOHOCKEN PA)

MO

04/14/2000 - 05/16/2005

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 11/02/2020

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 02/08/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/15/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Matthew Edward Kenney. Review regulatory record here.
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