Matthew Joseph Whalen is an investment adviser representative (IAR) with state registration records since 2023, appearing at 3 firms. Currently registered with KEY INVESTMENT SERVICES LLC.
| Firm | From | To | Current |
|---|---|---|---|
| KEY INVESTMENT SERVICES LLC | 2026-06-02 | present | Yes |
| LPL FINANCIAL LLC | 2023-10-16 | 2026-05-29 | — |
| CADARET, GRANT & CO., INC. | 2023-10-12 | 2023-10-18 | — |