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MO

Matthew T. O'grady

KEYBANC CAPITAL MARKETS
New York, NY 10019
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CRD#: 2824385
MO

Professional summary


Matthew Thomas O'grady, who also goes by Matt O'grady, Matthew Thomas Ogrady, Matthew Ogrady, is a registered financial professional currently at KEYBANC CAPITAL MARKETS INC. located in New York, New York.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 1997. Matthew has worked at 7 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 24 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Matt O'grady | Matthew Thomas Ogrady | Matthew Ogrady

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) - BD


Click below to view Matthew Thomas O'grady's CRS (Customer Relationship Summary).

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


Current

April 16, 2018 - Present

KEYBANC CAPITAL MARKETS INC.

Office #1: 1301 Avenue Of Americas Suite 3700, New York, NY 10019
BD
CRD#: 566
New York, NY
Past

August 25, 2014 - April 13, 2018

PIPER SANDLER & CO.

BD
CRD#: 665
NEW YORK, NY
Past

January 2, 2013 - August 21, 2014

BB&T SECURITIES, LLC

BD
CRD#: 142785
RED BANK, NJ
Past

July 11, 2012 - January 2, 2013

SCOTT & STRINGFELLOW, LLC

BD
CRD#: 6255
RED BANK, NJ
Past

June 2, 2011 - July 13, 2012

LUMENT SECURITIES, LLC

BD
CRD#: 14840
COLUMBUS, OH
Past

July 24, 1997 - June 3, 2011

HERBERT J. SIMS & CO, INC.

BD
CRD#: 3420
ISELIN, NJ
Past

January 16, 1997 - February 7, 1997

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(4/16/2018)
RR
Puerto Rico
(4/2/2019)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/6/2009
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


KC
KEYBANC CAPITAL MARKETS INC.
GRADISON ASSET MANAGEMENT | MCDONALD INVESTMENTS INC. | MCDONALD & COMPANY SECURITIES, INC. | MCDONALD & COMPANY | KEYBANC CAPITAL MARKETS INC.

CRD#: 566 / SEC#: , 8-30177

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
127 Public Square, Cleveland, OH 44114
Mailing Address
127 Public Square, Cleveland, OH 44114
Phone number
(216) 689-0803
Established
Ohio since 05/18/1983
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
KEYCORPSOLE SHAREHOLDER
GILBERT, STACY LEEDIRECTOR5316644
HAYDEN, WILLIAM PATRICKCHIEF COMPLIANCE OFFICER4136632
JANOFSKY, PAULA MARIECHIEF OPERATIONS OFFICER, DIRECTOR2882776
KOVACHICK, MARK ALLANDIRECTOR, CFO5390571
PAINE, ANDREW JACKSON IIIMANAGING DIRECTOR, DIRECTOR, HEAD OF CORPORATE AND INVESTMENT BANKING2450522
PREISER, DOUGLAS WILLIAMCHIEF EXECUTIVE OFFICER, DIRECTOR1690776
SKARDA, JOSEPH BRIELDIRECTOR4288186

Disclosures


Regulatory Event40
Arbitration15
Bond1

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


KEYBANC CAPITAL MARKETS INC.

CRD#: 566New York, NY 10019

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