Fred Kelley, financial advisor Melrose MA
93 score

Fred Kelley

CRD Number: 1959101
Current Firm: Strategic Advisers, Inc.

Fred Kelley (CRD# 1959101) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Melrose, MA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Danvers, MA Nov 2000 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1994
S65 NASAA Investment Advisors Law Examination Jun 1994
Contact Info for Fred R. Kelley
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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