Inactive

Matthew Gerard Klein

Lee, Kelleher & Klein Wealth Management

Ellicott City, MD

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Current Employers

Lee, Kelleher & Klein Wealth Management

Ellicott City, MD • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2026-03-01

MD RA
APPROVED

Since 2026-03-01

Branch Locations

Ellicott City, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Columbia	MD	08/2007	01/2026
Bank Of America, N.A.	Columbia	MD	08/2011	01/2026
Lee-Kelleher Wealth Management	Fulton	MD	02/2026	Present

08/2007 → 01/2026

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Columbia, MD
08/2011 → 01/2026

Bank Of America, N.A.

Columbia, MD
02/2026 → Present

Lee-Kelleher Wealth Management

Fulton, MD

Previous Registrations

2008-04-14 → 2026-01-26

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Annapolis, MD

New York, NY

Annapolis, MD

Annapolis, MD

Severna Park, MD

Columbia, MD

Columbia, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-04-11

S66 Uniform Combined State Law Examination

2008-04-11

Designations

Other Names

Matthew Klein
Matt Klein

View on SEC IAPD

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