David Kelly, financial advisor Glendale AZ
93 score

David Kelly

CRD Number: 5334489
Current Firm: Strategic Advisers, Inc.

David Kelly (CRD# 5334489) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Glendale, AZ and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Glendale, AZ Jul 2012 - Current 4
Us Army Reserves Phoenix, AZ Mar 2011 - Jul 2012 1
Usaa Financial Planning Services Phoenix, AZ Feb 2011 - Jul 2012 1
Usaa Financial Advisors Inc. Phoenix, AZ Feb 2011 - Jul 2012 1
Unemployed Phoenix, AZ Oct 2010 - Feb 2011 < 1
Chase Investment Services Corp. Peoria, AZ May 2009 - Oct 2010 1
Ubs Financial Services Inc. Phoenix, AZ Apr 2007 - May 2009 2
Unemployed Phoenix, AZ Aug 2006 - Apr 2007 < 1
Rsc Equipment Rental Scottsdale, AZ May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for David G. Kelly
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
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 investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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