William KelseyCRD Number: 6191457
Current Firm: Advice And Planning Services
William Kelsey (CRD# 6191457) is an Investment Advisor Representative working at Advice And Planning Services in New York, NY and has over 4 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Cfs Investment Advisory Services LLC
|Tiaa||New York, NY||Nov 2016 - Current||1|
|Tiaa-cref Individual & Institutional Services, LLC||New York, NY||Nov 2016 - Current||1|
|Santander Bank Na||Manhattan, NY||Mar 2016 - Oct 2016||< 1|
|Santander Securities LLC||San Juan, PR||Mar 2016 - Oct 2016||< 1|
|Hsbc Bank Usa, N.a.||Buffalo, NY||Jul 2011 - Feb 2016||4|
|Hsbc Securities (usa) Inc.||New York, NY||Jul 2011 - Feb 2016||4|
|Western New England College||Springfield, MA||Aug 2007 - May 2011||3|
|Hsbc||New York, NY||Jun 2010 - Aug 2010||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
Total Assets Under Management21,673MILLIONS
Total Number of Accounts55,750ACCOUNTS
Average Account Value$388,745
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VI, VT, WA, WI, WV
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