MATTHEW GERARD KLEIN is an investment adviser representative (IAR) with state registration records since 2008, appearing at 2 firms. Currently registered with LEE, KELLEHER, & KLEIN WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LEE, KELLEHER, & KLEIN WEALTH MANAGEMENT LLC | 2026-03-01 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2008-04-14 | 2026-01-26 | — |