Matthew Richert (CRD# 6761361) is an Investment Advisor Representative working at Key Investment Services LLC in Lancaster, NY and has over 5 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4690465
Key Investment Services LLC
CRD# 1604730
Lytle Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Key Bank | Lancaster, NY | Jan 2019 - Current | 5 |
| Key Investment Services, LLC | Rochester, NY | Jan 2019 - Current | 5 |
| Northwestern Mutual Investment Services LLC | Williamsville, NY | Dec 2017 - Dec 2018 | 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Mar 2017 - Dec 2018 | 1 |
| Wegmans Food Markets | Depew, NY | Mar 2007 - Mar 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2021 |
- NY
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Total Assets Under Management4,188MILLIONS
-
Total Number of Accounts26,437ACCOUNTS
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Average Account Value$158,412
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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