Sean KellyCRD Number: 6532629
Current Firm: Vanguard Advisers, Inc.
Sean Kelly (CRD# 6532629) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 6 years of experience in the finance industry.
Affinity Wealth Management LLC
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
|The Vanguard Group, Inc.||Scottsdale, AZ||Sep 2016 - Current||5|
|Randstad||Scottsdale, AZ||Jul 2015 - Sep 2016||1|
|The Counter||Phoenix, AZ||Jun 2015 - Jul 2015||< 1|
|House Beer||Columbus, OH||Oct 2014 - Mar 2015||< 1|
|Rusty Bucket||Gahanna, OH||Nov 2012 - Mar 2015||2|
|San Fransisco St. Bar And Grill||Santa Fe, NM||Oct 2011 - Nov 2012||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2018|
|S63||Uniform Securities State Law Examination||Nov 2015|
Total Assets Under Management276,525MILLIONS
Total Number of Accounts518,715ACCOUNTS
Average Account Value$533,097
- 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 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)
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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