Erica Kelly (CRD# 5871125) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 12 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Steward Partners Investment Solutions, LLC | Portsmouth, NH | May 2022 - Current | 2 |
Steward Partners Global Advisory, LLC | Portsmouth, NH | Feb 2018 - Current | 6 |
Steward Partners Investment Advisory, LLC | Portsmouth, NH | Feb 2018 - Current | 6 |
Raymond James Financial Services, Inc. | Boston, MA | Feb 2018 - May 2022 | 4 |
Morgan Stanley | Boston, MA | Nov 2015 - Feb 2018 | 2 |
Trade | Boston, MA | May 2015 - Dec 2015 | < 1 |
Credit Suisse Securities (usa) LLC | Boston, MA | Sep 2014 - Nov 2015 | 1 |
Society On High | Boston, MA | Mar 2014 - May 2015 | 1 |
Jp Morgan Chase Bank Na | Atlanta, GA | Aug 2012 - Jul 2014 | 1 |
Jp Morgan Securities LLC | Boston, MA | Aug 2012 - Jul 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2012 |
S65 | NASAA Investment Advisors Law Examination | Oct 2013 |
- NH
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Total Assets Under Management15,388MILLIONS
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Total Number of Accounts30,287ACCOUNTS
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Average Account Value$508,088
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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, 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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