Colleen Kelley, financial advisor Franklin TN

Colleen Kelley

CRD Number: 6309813
Current Firm: Fidelity Personal And Workplace Advisors

Colleen Kelley (CRD# 6309813) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Franklin, TN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Franklin, TN Jun 2021 - Current < 1
Advisors Asset Management, Inc. Monument, CO Jul 2017 - May 2021 3
Cedar Capital, LLC Chicago, IL Jan 2015 - Jul 2017 2
Foreside Fund Services, LLC Chicago, IL Oct 2014 - Jul 2017 2
Good Harbor Financial, LLC Chicago, IL Mar 2014 - Dec 2014 < 1
Northern Lights Distributors, LLC Omaha, NE Mar 2014 - Oct 2014 < 1
Urban Outfitters Philidelphia, PA May 2012 - Jan 2014 1
Big Rock Little Rooster Columbus, OH Jan 2011 - May 2012 1
Abercrombie & Fitch Columbus, OH Jan 2011 - May 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2017
S66 NASAA Uniform Combined State Law Examination Jan 2020
Contact Info for Colleen K. Kelley
Phone Number: 617-563-7000
Firm Website: http://www.fidelity.com
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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