Matthew Heffington, financial advisor Memphis TN

Matthew Heffington

CRD Number: 5365434
Current Firm: Kimery Wealth Management, LLC

Matthew Heffington (CRD# 5365434) is an Investment Advisor Representative working at Kimery Wealth Management, LLC in Memphis, TN and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Kimery Wealth Management, LLC Memphis, TN Jun 2017 - Current 6
Private Client Services, LLC Louisville, KY Jun 2017 - Current 6
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Jun 2017 2
Morgan Stanley Memphis, TN Mar 2014 - Jun 2017 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Matthew C. Heffington
Phone Number: (901) 291-5500
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    307
    MILLIONS
  • Total Number of Accounts
    1,545
    ACCOUNTS
  • Average Account Value
    $198,995
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, CA, FL, GA, LA, MS, NC, NY, OH, TN, TX

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