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Matthew Kelly

Beacon Trust

Morristown, NJ

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Current Employers
Beacon Trust

163 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-09-16
  • NJ RA
    APPROVED
    Since 2022-09-16

Branch Locations

163 Madison Avenue, Morristown, NJ 07960 • 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
OrganizationCityStateFromTo
Morgan Stanley New York NY 10/2019 04/2022
Metlife Investments Whippany NJ 11/2012 10/2019
Beacon Trust Morristown NJ 05/2022 Present
  • 10/2019 → 04/2022
    Morgan Stanley
    New York, NY
  • 11/2012 → 10/2019
    Metlife Investments
    Whippany, NJ
  • 05/2022 → Present
    Beacon Trust
    Morristown, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-31
  • S65 Uniform Investment Adviser Law Examination
    2022-08-31
Other Names
  • Matthew F Kelly

View on SEC IAPD

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