Stephen Kelley (CRD# 6012975) is an Investment Advisor Representative working at Coach Capital Management, LLC in Nashua, NH and has over 12 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1350047
Legacy Financial Solutions, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Coach Capital Management, LLC | Nashua, NH | Mar 2014 - Current | 10 |
| Redhawk Wealth Advisors, Inc. | Minneapolis, MN | Jan 2012 - Current | 12 |
| Self Employed | Nashua, NH | Mar 2002 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2011 |
- MA
- NH
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
MA, NH
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