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MC

Matthew C. Carey

KEEBECK WEALTH MANAGEMENT
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 7268315
MC

Professional summary

Matthew Callan Carey is a registered financial advisor currently at KEEBECK WEALTH MANAGEMENT located in Chicago, Illinois.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Matthew has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Callan Carey's CRS (Customer Relationship Summary).
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

July 25, 2020 - Present

KEEBECK WEALTH MANAGEMENT

Office #1: 150 N. Riverside Plaza Suite 1850, Chicago, IL 60606
RIA
CRD#: 297496
Chicago, IL

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".
KW
KEEBECK WEALTH MANAGEMENT
KEEBECK FAMILY WEALTH LLC | KEEBECK WEALTH MANAGEMENT LLC | KEEBECK WEALTH MANAGEMENT | KEEBECK PARTNERS, LLC

CRD#: 297496 / SEC#: 801-113573

RIA
Registered Investment Advisory firm - (7/6/2018 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
Illinois
(7/25/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/25/2020
Uniform Investment Adviser Law Examination

Current Firm

KW
KEEBECK WEALTH MANAGEMENT
KEEBECK FAMILY WEALTH LLC | KEEBECK WEALTH MANAGEMENT LLC | KEEBECK WEALTH MANAGEMENT | KEEBECK PARTNERS, LLC

CRD#: 297496 / SEC#: 801-113573

RIA
Registered Investment Advisory firm - (7/6/2018 Approved)
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Contact information

Main Address
150 N. Riverside Plaza Suite 1850, Chicago, IL 60606
Mailing Address
Phone number
(312) 825-1200
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (10 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KEEBECK FAMILY WEALTH LLC ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts764
AUM (Assets Under Management)$ 1,620,443,949

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

KEEBECK WEALTH MANAGEMENT

CRD#: 297496Chicago, IL 60606

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