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Matthew Kelly

Chief Financial Officer at Mio Partners

Officer record from the firm’s Form ADVForm ADV filed 30 March 2026

Matthew Kelly is Chief Financial Officer of Mio Partners, Inc., a New York investment adviser.

Role at Mio Partners

Title on Schedule A
Chief Financial Officer
Control
Matthew Kelly is a control person of Mio Partners.
Ownership
An individual ownership band is not available in the source record.
Tenure
Matthew Kelly has held the filed role since January 2014.

The firm

Mio Partners, Inc.
New York, NY

Form ADV filed 30 March 2026

$59.6B AUM1,050 clients66 advisers4 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Matthew Kelly is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Matthew Kelly
CRD
2697136
Firm
Mio Partners, Inc.
Record basis
Form ADV officer listing

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Matthew Kelly work?

Matthew Kelly has been Chief Financial Officer of Mio Partners, Inc. since January 2014, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 March 2026

Leadership at Mio Partners

Sources

  1. IAPD individual lookup, CRD 2697136. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Mio Partners, Inc., filed 30 March 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Matthew Kelly or Mio Partners, Inc. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.