Oliver Kelley, financial advisor New York NY

Oliver Kelley

CRD Number: 6742553
Current Firm: Wells Fargo Clearing Services, LLC

Oliver Kelley (CRD# 6742553) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in New York, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services LLC New York, NY Oct 2018 - Current 3
Moors & Cabot Inc. Boston, MA Aug 2017 - Sep 2018 1
Unempoyed Sherborn, MA Jun 2017 - Jul 2017 < 1
Acs Boston, MA Jan 2017 - May 2017 < 1
Unemployed Sherborn, MA Jun 2016 - Dec 2016 < 1
Trinity College Hartford, CT Jan 2015 - May 2016 1
Ciee Prague Prague, Aug 2014 - Dec 2014 < 1
Nantucket Boys Girls Club Nantucket, MA Jun 2014 - Aug 2014 < 1
Trinity College Hartford, CT Aug 2012 - Aug 2014 2
Nantucket Golf Club Nantucket, MA Jul 2012 - Aug 2012 < 1
Student Sherborn, MA Jan 2008 - Jul 2012 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2018
Contact Info for Oliver E. Kelley
Phone Number: 314-875-3000
Registered State(s):
  • NJ
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    568,760
    MILLIONS
  • Total Number of Accounts
    1,434,300
    ACCOUNTS
  • Average Account Value
    $396,542
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, 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, VI, VT, WA, WI, WV, WY

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