Matthew KellerCRD 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.
Fried Asset Management, Inc.
Ira Wealth Management
|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|
Total Assets Under Management465MILLIONS
Total Number of Accounts2,200ACCOUNTS
Average Account Value$211,548
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, FL, NV, TX
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