Nicholas Kelley (CRD# 7096725) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Hornell, NY and has over 2 years of experience in the finance industry.
CRD# 5154457
Lpl Financial LLC
CRD# 4482025
Cambridge Investment Research Advisors, Inc.
CRD# 2006578
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cadaret Grant & Company, Inc. | Hornell, NY | Mar 2021 - Current | 3 |
| Maple City Financial Services | Hornell, NY | Apr 2019 - Current | 5 |
| Maple City Savings Bank, Fsb | Hornell, NY | Jul 2017 - Current | 6 |
| Insero & Company Cpas, LLP | Corning, NY | Apr 2015 - Jul 2017 | 2 |
| Bluetone Communications, LLC | Pittsford, NY | Mar 2014 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- NY
-
Total Assets Under Management6,873MILLIONS
-
Total Number of Accounts25,405ACCOUNTS
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Average Account Value$270,550
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, VI, VT, WA, WI, WV, WY
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