Matthew David Melcior Keator

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 10/2019
  Wells Fargo Advisors Financial Network Llc
  Pittsfield, MA
• 10/2019 → Present
  Raymond James Financial Services, Inc.
  Lenox, MA
• 10/2019 → Present
  Raymond James Financial Services Advisors, Inc.
  Lenox, MA
• 11/2012 → 11/2020
  Lenox Library Association
  Lenox, MA

Previous Registrations

• 2005-09-29 → 2019-10-21
  Wells Fargo Advisors Financial Network, Llc
  Pittsfield, MA
  Lenox, MA
• 2000-10-27 → 2005-09-12
  Wells Fargo Clearing Services, Llc
  Pittsfield, MA

Other Businesses

(1)Name of Business: Keator Group, LLC. Address: 218 Main St., Lenox, MA, 01240, United States Activity Type: Non profit Position/Title: Officer - Vice President, Director, Founder Investment Related: Yes Start Date: 05/01/2016 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner and operator of the business (2)Name of Business: Lenox 218 Real Estate LLC Address: 218 Main St, Lenox, MA, 01240, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 12/31/2006 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: manager (3)Name of Business: MDMK Corp Address: 27 Undermountain Road, Lenox, MA, 01240, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/01/2005 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: manager

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-08-13
• S63 Uniform Securities Agent State Law Examination
  1998-07-31

Other Names

• Matthew David Keator