Matthew Joseph Siegel

Employer firm

Key Investment Services LLC CRD 136300

$8.88B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 12/2021 → 10/2024
  Equitable Advisors, Llc
  New York, NY
• 09/2016 → 05/2017
  L/A Fighting Spirit
  Lewiston, ME
• 06/2017 → 08/2017
  Northern Pines Golf Course
  Cicero, NY
• 08/2017 → 05/2021
  Framingham State University
  Framingham, MA
• 02/2018 → 09/2019
  Sodexo
  Framingham, MA
• 05/2018 → 09/2018
  Millwood Golf Course
  Framingham, MA
• 05/2019 → 09/2019
  Hopkinton Country Club
  Hopkinton, MA
• 06/2020 → 05/2021
  Sterling Oak Wealth Management
  Newton, MA
• 06/2021 → 11/2021
  Unemployed
  Cicero, NY
• 10/2024 → Present
  Keybank
  Syracuse, NY
• 12/2024 → Present
  Key Investment Services Llc
  Brooklyn, OH

Previous Registrations

• 2022-03-01 → 2024-11-14
  Equitable Advisors, Llc
  Syracuse, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-02-18