Matthew Keller, financial advisor Woodland Hills CA
89 score

Matthew Keller

CRD Number: 6044678
Current Firm: Steel Peak Wealth Management, LLC

Matthew Keller (CRD# 6044678) is an Investment Advisor Representative working at Steel Peak Wealth Management, LLC in Woodland Hills, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Steel Peak Wealth Management, Lcl Woodland Hills, CA Jul 2013 - Current 3
Raw International Santa Clarita, CA Mar 2013 - Jun 2013 < 1
Adjustnet Insurance Adjusters Sierra Madre, CA Oct 2012 - Feb 2013 < 1
Home Depot Santa Clarita, CA May 2012 - Sep 2012 < 1
Morgan Stanley Smith Barney Santa Clarita, CA Mar 2012 - Jun 2012 < 1
California State University Northridge, CA Aug 2008 - Jan 2012 3
Domino's Pizza Saugus, CA Oct 2011 - Dec 2011 < 1
Ameci's Pizza Saugus, CA Jan 2008 - Sep 2011 3
College Of The Canyons Santa Clarita, CA Sep 2005 - Apr 2010 4
Rhythm & Hues El Segundo, CA Jul 2009 - Sep 2009 < 1
Orange Coast College Costa Mesa, CA Feb 2007 - Sep 2007 < 1
The Irvine Company Irvine, CA Feb 2007 - Aug 2007 < 1
Lamppost Pizza Saugus, CA Jan 2006 - Aug 2007 1
Arvato Services Castaic, CA Aug 2005 - Aug 2006 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Matthew A. Keller
Phone Number: (818) 835-8720
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    465
    MILLIONS
  • Total Number of Accounts
    2,200
    ACCOUNTS
  • Average Account Value
    $211,548
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, NV, TX

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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