Edward Hayes Keiley
Professional Summary
Edward Hayes Keiley, who also goes by Edward Hayes Keiley III, is a registered financial advisor currently at M2 CAPITAL ADVISORS located in Valencia, California. Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Edward has worked at 15 firms and has passed the Series 65, Series 63, Series 3, Series 99TO, SIE, Series 55, Series 7, Series 53, Series 4, Series 27 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Edward Hayes Keiley Iii
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
34 years in the financial services industry
Current & Past Employments
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Current Firm
M2 CAPITAL ADVISORS | M2 FINANCIAL LLC
Contact Information
Main Address
27441 Tourney Road Suite 260, Valencia, CA 91355Phone Number
(661) 347-0202# of Employees
6SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
57AUM (Assets Under Management)
$157,995,972Similar Advisors
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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.
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Primary Firm SEC Registration
M2 CAPITAL ADVISORS | M2 FINANCIAL LLC
State Registrations and Notice Filings
(3/30/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Jan 1999Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Edward Hayes Keiley's CRS (Customer Relationship Summary).
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