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MK

Matthew Kenny

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CRD#: 1570636
MK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Matthew Kenny, who also goes by Matt Kenny, was a registered financial professional .

Matthew is a previously registered financial professional and started their career in finance in 1986. Matthew had worked at 13 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Matt Kenny

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 28, 2018 - February 21, 2020

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
BIRMINGHAM, AL
Past

June 6, 2017 - July 12, 2018

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
ST. CLOUD, MN
Past

May 6, 2011 - December 31, 2016

BROKER DEALER FINANCIAL SERVICES CORP.

BD
CRD#: 8073
WEST DES MOINES, IA
Past

December 5, 2007 - January 3, 2011

LIBERTY LIFE SECURITIES LLC

BD
CRD#: 47737
DOVER, NH
Past

February 14, 2001 - December 31, 2007

LIBERTY LIFE DISTRIBUTORS LLC

BD
CRD#: 46074
DOVER, NH
Past

October 13, 1997 - December 7, 1999

C. J. M. PLANNING CORP.

BD
CRD#: 5698
POMPTON LAKES, NJ
Past

September 11, 1995 - November 30, 1995

OHANESIAN / LECOURS, INC.

BD
CRD#: 23757
WEST HARTFORD, CT
Past

October 19, 1992 - September 28, 1994

C. J. M. PLANNING CORP.

BD
CRD#: 5698
POMPTON LAKES, NJ
Past

February 12, 1992 - September 23, 1992

SEI INVESTMENTS DISTRIBUTION CO.

BD
CRD#: 10690
OAKS, PA
Past

August 1, 1991 - January 31, 1992

IFMG SECURITIES, INC.

BD
CRD#: 14416
PURCHASE, NY
Past

May 20, 1991 - August 1, 1991

PAMCO SECURITIES AND INSURANCE SERVICES

BD
CRD#: 11028
Past

March 27, 1989 - May 22, 1991

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

March 27, 1989 - May 22, 1991

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

October 29, 1986 - February 17, 1989

FIRST INTERREGIONAL EQUITY CORP.

BD
CRD#: 7486
MILBURN, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/3/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CF
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CONCOURSE FINANCIAL GROUP ADVISORS | PROTECTIVE EQUITY SERVICES, INC. | PROEQUITIES, INC. | PROEQUITIES INC | INVESTMENT ADVISORS | CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708 / SEC#: 801-56010, 8-32590

BD
Terminated by SEC on 08/24/2025
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Contact information


Main Address
2801 Highway 280 South, Birmingham, AL 35223
Mailing Address
P.o. Box 518, Birmingham, AL 35201-0518
Phone number
(800) 288-3035
Established
Alabama since 07/11/1984
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
885

FINRA licenses (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Latest Form ADV

Part 2 Brochures

CONCOURSE FINANCIAL GROUP SECURITIES ADV PART 2 BROCHURE 2024 (3/26/2024)

Direct owners and executive officers


NamePositionCRD#
PROTECTIVE LIFE CORPORATIONPARENT
MCCRELESS, KEVIN LUCIUSCHIEF COMPLIANCE OFFICER5180100

Regulatory assets under management


Total Number of Accounts20,957
AUM (Assets Under Management)$ 4,373,015,542

Disclosures


Regulatory Event64
Arbitration5

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

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