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Matthew Hanley Kallman

Huntleigh Advisors, Inc.

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About Matthew Hanley Kallman

Matthew Hanley Kallman has been in the securities industry since February 3, 2001. Matthew is currently registered with Huntleigh Advisors, Inc. in St. Louis, Missouri. Matthew was previously registered with U.S. Bancorp Investments, Inc., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Matthew holds Series 7, Series 31, and Series 66 licenses. Matthew's specializations include Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses.

Firm Information

Matthew Kallman is currently registered with Huntleigh Advisors, Inc.. Huntleigh Advisors, Inc. is an investment advisor registered with the SEC and located in ST. LOUIS, MO. The firm has 40 licensed agents, 53 investment adviser representatives, 49 registered representatives, and 53 investment advisory functions. Huntleigh Advisors, Inc. provides portfolio management services for individuals and pension consulting. They manage approximately $445,422,627 in regulatory assets under management for 1,422 accounts. The firm primarily serves individuals other than high-net-worth, high-net-worth individuals, corporations or other businesses, and charitable organizations.
Huntleigh Advisors, Inc.

7800 FORSYTH BLVD.

ST. LOUIS, MO 63105

$445.42M

Assets Under Management

Not reported

Total Clients

55

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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other

Solicitor/third party manager fees

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Matthew Kallman’s Registration & Firm History

MO

07/18/2011 - Present

Huntleigh Advisors, Inc. (ST. LOUIS MO)

MO

04/30/2010 - 07/15/2011

U.S. BANCORP INVESTMENTS, INC. (CHESTERFIELD MO)

MO

06/01/2009 - 05/06/2010

MORGAN STANLEY SMITH BARNEY (CHESTERFIELD MO)

MO

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (CHESTERFIELD MO)

MO

02/01/2001 - 04/02/2007

MORGAN STANLEY DW INC. (CHESTERFIELD MO)

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Licenses & Designations

BOTH

Issued 01/19/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/03/2001

Series 31 - Futures Managed Funds Examination

BC

Issued 12/19/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Matthew Hanley Kallman. Review regulatory record here.
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