Janet Kelsey, financial advisor Ocean Park ME
93 score

Janet Kelsey

CRD Number: 3058731
Current Firm: Strategic Advisers, Inc.

Janet Kelsey (CRD# 3058731) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Ocean Park, ME and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Cambridge, MA Oct 2012 - Current 4
Merrill Lynch Boston, MA Oct 2010 - Oct 2012 2
Wags For Walks Waltham, MA Jan 2010 - Oct 2012 2
Lincoln Investment Planning, Inc. Waltham, MA Jan 2010 - Mar 2010 < 1
Unemployed Waltham, MA Sep 2009 - Jan 2010 < 1
Axa Advisors, LLC New York, NY May 2009 - Sep 2009 < 1
Unemployed Waltham, MA Feb 2009 - May 2009 < 1
Fidelity Investments Marlboro, MA Apr 1996 - Feb 2009 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S66 NASAA Uniform Combined State Law Examination May 2011
Contact Info for Janet R. Kelsey
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • ME
  • MA
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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