Matthew Keys

Employer firm

Moneco Advisors CRD 171922

$2.28B regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• THIRD PARTY SPONSORED PROGRAMS

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

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

Current Employers

Employment History

• 06/2024 → Present
  Moneco Advisors
  Fairfield, CT
• 06/2023 → 01/2024
  Righthand Capital Llc
  Boston, MA
• 01/2023 → 03/2023
  M3 Wealth Advisors Llc
  Needham, MA
• 09/2022 → 11/2022
  Ameriprise Financial Services Llc
  Nashua, NH
• 05/2022 → 08/2022
  O2 Safe Solutions
  Wallingford, CT
• 08/2014 → 06/2020
  Amity Regional Middle School & High School
  Bethany, CT
• 08/2020 → 05/2024
  Bentley University
  Waltham, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-03

Other Names

• Matthew Aidan Keys