Matthew J. Kirby
Professional summary
Matthew Joseph Kirby, CFP® is a registered financial advisor currently at HAMILTON CAPITAL located in Columbus, Ohio.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Matthew has worked at 2 firms and has passed the Series 65 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Joseph Kirby's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2011
Experience
June 22, 2007 - Present
HAMILTON CAPITAL
Office #1: 5025 Arlington Centre Blvd. Suite 240, Columbus, OH 43220November 30, 2006 - June 7, 2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Primary Firm SEC Registration
HAMILTON CAPITAL
CRD#: 109116 / SEC#: 801-54611
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/22/2007)
(2/28/2023)
Exams
Current Firm
HAMILTON CAPITAL
CRD#: 109116 / SEC#: 801-54611
Contact information
SEC notice filing (35 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 9,076 |
| AUM (Assets Under Management) | $ 4,381,851,944 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/25/2024 | ||
| 07/28/2023 |
Red Flags
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