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Matthew Tyler Keating

Saratoga Research & Investment Management

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About Matthew Tyler Keating

Matthew Tyler Keating is an Investment Advisor Representative for Saratoga Research & Investment Management, working in the firm's Saratoga, California branch office. Matthew Keating's profile indicates registration with the state of California. Matthew Keating is a Series 65 license holder. Matthew Keating has been registered with the Securities and Exchange Commission since April 2019. Matthew Keating has 7 years of experience in the financial services industry, having worked at Apple prior to joining Saratoga Research & Investment Management. Matthew Keating's professional experience includes working with a diverse range of clientele, including corporations, individuals, charitable organizations, and pension plans. Matthew Keating's firm, Saratoga Research & Investment Management, is a registered investment advisor and has been in operation since 2011. The firm specializes in providing a variety of investment advisory services, including financial planning, portfolio management, and securities research. Saratoga Research & Investment Management manages approximately $2.74 billion in assets.

Firm Information

Matthew Keating is currently registered with Saratoga Research & Investment Management. Saratoga Research & Investment Management is an investment advisor registered with the SEC and located in Saratoga, CA. The firm manages over $2.7 billion in assets and offers a range of investment services, including portfolio management for individuals, investment companies, and pooled investment vehicles. They also provide financial planning and securities research. The firm primarily serves high-net-worth individuals, corporations, and pension and profit-sharing plans. They also serve investment companies, charitable organizations, and individuals other than high-net-worth individuals. The firm participates in wrap fee programs.
Saratoga Research & Investment Management

14471 BIG BASIN WAY, SUITE E

SARATOGA, CA 95070

$2.74B

Assets Under Management

Not reported

Total Clients

15

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 individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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securities research

Securities research

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 Keating’s Registration & Firm History

CA

04/26/2019 - Present

Saratoga Research & Investment Management (SARATOGA CA)

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Licenses & Designations

IA

Issued 04/26/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Tyler Keating.
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