Matthew S. Kelly
IRONWOOD INVESTMENT COUNSEL | Portfolio Manager
SCOTTSDALE, AZ 85250
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CRD#: 6147590
Professional summary
Matthew Sean Kelly, CFP®, CIMA® is a registered financial advisor currently at IRONWOOD INVESTMENT COUNSEL, LLC located in Scottsdale, Arizona.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Matthew has worked at 1 firm .
Biography
Matthew began his career in financial services in 2004. Prior to joining Ironwood Investment Counsel, Matthew was a relationship manager for Wilmington Trust Company, where he was responsible for the performance reporting and relationship management for institutional clients.
Matthew holds a Masters in Business Administration degree from the University of Phoenix and Bachelor of Science degree in Global Business with a major in Financial Management from Arizona State University. He was awarded the CERTIFIED FINANCIAL PLANNER®certification in 2011 and is an active member of the Greater Phoenix chapter of the Financial Planning Association. Matthew also holds the Chartered Financial Analyst® designation, is a member of the CFA Institute, and a member of the CFA Society Phoenix. In addition, he holds the Certified Investment Management Analyst® certification, administered by Investment Management Consultants Association® and taught in conjunction with The Wharton School, University of Pennsylvania.
Question & Answer
What are your service offerings?
Insurance Planning
Investment Planning
Tax Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Retirement Planning
Education Planning
Estate Planning
Retirement Income Management
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Sean Kelly'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®
CFP®
Start date: 2011
Experience
Current
January 16, 2013 - Present
IRONWOOD INVESTMENT COUNSEL, LLC
Office #1: 6263 N. Scottsdale Road Suite 200, Scottsdale, AZ 85250RIA
CRD#: 110623
SCOTTSDALE, AZ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
II
IRONWOOD INVESTMENT COUNSEL, LLC
ALSTON & SHIFFRA CAPITAL MANAGEMENT, LLC | IRONWOOD INVESTMENT COUNSEL, LLC
CRD#: 110623 / SEC#: 801-60073
RIA
Registered Investment Advisory firm - (3/6/2001 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(1/16/2013)
IAR
Texas(11/28/2023)
Exams
Current Firm
II
IRONWOOD INVESTMENT COUNSEL, LLC
ALSTON & SHIFFRA CAPITAL MANAGEMENT, LLC | IRONWOOD INVESTMENT COUNSEL, LLC
CRD#: 110623 / SEC#: 801-60073
RIA
Registered Investment Advisory firm - (3/6/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6263 N. Scottsdale Road Suite 200, Scottsdale, AZ 85250
Mailing Address
Phone number
(480) 609-4700
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (26 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,349 |
| AUM (Assets Under Management) | $ 1,511,170,253 |
Red Flags
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Company Information
IRONWOOD INVESTMENT COUNSEL, LLC
Portfolio ManagerCRD#: 110623Scottsdale, AZ 85250TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
