Matthew Kay (CRD# 3089004) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in San Ramon, CA and has over 25 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| All Planning Phases | San Mateo, CA | May 2022 - Current | 1 |
| Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Current | 2 |
| Ameritas Investment Corp. | Lincoln, NE | Jun 2006 - Current | 17 |
| Ameritas Life Insurance Corp. | Lincoln, NE | Jun 2006 - Current | 17 |
| David White And Associates | Danville, CA | Jun 1997 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2001 |
- CA
- TX
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Total Assets Under Management10,289MILLIONS
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Total Number of Accounts39,033ACCOUNTS
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Average Account Value$263,605
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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