Unclaimed Profile

Matthew Ralph Keyes

HERITAGE WEALTH PARTNERS, LLC·DUBLIN, Ohio

SIE, Series 6, Series 63, Series 65Clean record20 years registeredHERITAGE WEALTH PARTNERS, LLC

6215 EMERALD PARKWAY, DUBLIN, OH 43016CRD# 4029730Firm CRD# 290276

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Ralph Keyes · DUBLIN, OH

Registration

CRD #4029730 · HERITAGE WEALTH PARTNERS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

SUMMIT FINANCIAL, LLC

Oct 2025 – present

AXA ADVISORS, LLC

Dec 2008 – Mar 2009

DUBLIN, OH

PRINCOR FINANCIAL SERVICES CORPORATION

Jul 2007 – Dec 2008

DUBLIN, OH

CREATIVE FINANCIAL DESIGNS, INC.

May 2006 – Jun 2007

COLUMBUS, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · May 5, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HERITAGE WEALTH PARTNERS, LLC

CRD 290276 · SEC 801-122695

AUM

$143M

Regulatory assets under management

Employees

930 client accounts

Services offered by HERITAGE WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HERITAGE WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Ralph Keyes offer?

Matthew Ralph Keyes specializes in Financial Planning, Investment Management. Contact their office in DUBLIN, Ohio for a consultation.

What are Matthew Ralph Keyes's credentials?

Matthew Ralph Keyes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Ralph Keyes located?

Matthew Ralph Keyes is based in DUBLIN, Ohio, working with HERITAGE WEALTH PARTNERS, LLC. Their office serves clients in the DUBLIN metropolitan area and surrounding communities.

How does Matthew Ralph Keyes charge for services?

Matthew Ralph Keyes's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HERITAGE WEALTH PARTNERS, LLC?

HERITAGE WEALTH PARTNERS, LLC has approximately 12 employees and manages $143M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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