Aidan KellyCRD 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.
Prosperity Wealth Management, Inc.
Legacy Financial Solutions, Inc.
Ameriprise Financial Services, LLC
|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|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- 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 businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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