Amelia KellyCRD Number: 4463928
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Amelia Kelly (CRD# 4463928) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lincoln, RI and has over 4 years of experience in the finance industry.
Spinnaker Asset Management Inc.
Balanced Wealth Management, LLC
Financial Independence, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Lincoln, RI||Jun 2014 - Current||3|
|Unemployed||Richmond, RI||Mar 2014 - Jun 2014||< 1|
|Westerly Community Credit Union||Westerly, RI||Sep 2013 - Mar 2014||< 1|
|Nylife Securities LLC||Providence, RI||Oct 2012 - Sep 2013||< 1|
|New York Life Insurance Company||Providence, RI||Oct 2012 - Sep 2013||< 1|
|Unemployed||Richmond, RI||Jan 2012 - Oct 2012||< 1|
|Dress Barn||Suffern, NY||May 2010 - Jan 2012||1|
|Kaplan University||Ft Lauderdale, FL||Nov 2009 - Nov 2011||2|
|Unemployed||Richmond, RI||Sep 2008 - May 2010||1|
|Ccri||Warwick, RI||Jun 2009 - Dec 2009||< 1|
|Pawtucket Credit Union||Pawtucket, RI||Feb 2008 - Sep 2008||< 1|
|Ri Mortgage Store||Cranston, RI||Apr 2007 - Feb 2008||< 1|
|Foxwoods Resort & Casino||Mashantucket, CT||Jun 2007 - Jan 2008||< 1|
|People's Bank||Bridgeport, CT||Jul 1998 - Apr 2007||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2012|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.