Traynor Capital Management

Traynor Capital Management (CRD# 138881) is a financial advisory firm headquartered in Malvern, PA. They manage $250,000,000 in 530 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    250
    MILLION
  • Total Number of Accounts
    530
    ACCOUNTS
  • Average Account Value
    $471,698
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, IL, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OH, PA, SC, TN, TX, VA

Financial Advisors at Traynor Capital Management
Showing 1 - 4 of 4 top financial advisors.
1
David C. Peck
CRD#: 6478024
19 E. King Street, Bldg 2, Malvern, PA 19355
90
Wealthminder
score

David Peck (CRD# 6478024) is an Investment Advisor Representative working at Traynor Capital Management in Malvern, PA and has over 3 years of experience in the finance industry.

2
Matthew R. Ihlein
CRD#: 6485121
19 E. King Street, Bldg 2, Malvern, PA 19355
89
Wealthminder
score

Matthew Ihlein (CRD# 6485121) is an Investment Advisor Representative working at Traynor Capital Management in Malvern, PA and has over 2 years of experience in the finance industry.

3
Kevin Rafferty
CRD#: 6890818
19 E. King Street, Bldg 2, Malvern, PA 19355
87
Wealthminder
score

Kevin Rafferty (CRD# 6890818) is an Investment Advisor Representative working at Traynor Capital Management in Malvern, PA and has 1 year of experience in the finance industry.

4
Keith T. Traynor
CRD#: 2152210
19 E. King Street, Bldg 2, Malvern, PA 19355
66
Wealthminder
score

Keith Traynor (CRD# 2152210) is an Investment Advisor Representative working at Traynor Capital Management in Malvern, PA and has over 26 years of experience in the finance industry. Keith Traynor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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