Michael Kelly (CRD# 7214893) is an Investment Advisor Representative working at Reach Strategic Wealth LLC in Madison, CT and has 1 year of experience in the finance industry. Michael Kelly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 2726777
Springboard Asset Management LLC
CRD# 5623606
Citizens Securities, Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Reach Strategic Wealth LLC | Winston-salem, NC | Oct 2023 - Current | < 1 |
| Switchback Financial LLC | Madison, CT | Dec 2020 - Current | 3 |
| Beck Bode, LLC | Dedham, MA | Jan 2020 - Dec 2020 | < 1 |
| Beck Bode LLC | Dedham, MA | Oct 2019 - Dec 2020 | 1 |
| Citizens Financial Group | Porvidence, RI | Oct 2015 - Oct 2019 | 4 |
| Santander | Boston, MA | Oct 2014 - Oct 2015 | 1 |
| State Street Corporation | Boston, MA | Oct 2013 - Oct 2014 | 1 |
- CT
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Total Assets Under Management8MILLIONS
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Total Number of Accounts68ACCOUNTS
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Average Account Value$117,411
- 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
CT, NC, TX
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