David KellyCRD 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 10 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Fidelity Brokerage Services LLC||Glendale, AZ||Jul 2012 - Current||5|
|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|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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