Aidan Kelly, financial advisor Merrimack NH

Aidan Kelly

CRD Number: 7414964
Current Firm: Fidelity Personal And Workplace Advisors

Aidan Kelly (CRD# 7414964) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merrimack, NH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Philadelphia, PA Oct 2021 - Current < 1
Equitable Advisors LLC New York, NY Jul 2021 - Oct 2021 < 1
Penn State Campus Recreation State College, PA Jan 2021 - May 2021 < 1
Penn State State College, PA Aug 2017 - May 2021 3
United Bank Fairfax, VA Jun 2020 - Aug 2020 < 1
Walmart Fairfax, VA Jun 2018 - Jun 2020 2
Oakton High School Fairfax, VA Aug 2014 - Jun 2017 2
Pascack Valley High School Hillsdale, NJ Aug 2013 - Jun 2014 < 1
George White Middle School Hillsdale, NJ Aug 2012 - Jun 2013 < 1
Luther Jackson Middle School Falls Church, VA Aug 2011 - Jun 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2021
Contact Info for Aidan A. Kelly
Phone Number: 617-563-7000
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
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 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, WY

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