Colin Kelly (CRD# 2656700) is an Investment Advisor Representative working at Strategic Investment Solutions, Inc. in Orland Park, IL and has over 28 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Jan 2018 - Current | 6 |
| Strategic Investment Solutions | Orland Park, IL | Sep 2009 - Current | 14 |
| Lpl Financial Corporation | Chicago, IL | Sep 2009 - Dec 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1995 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1998 |
- IL
-
Total Assets Under Management780MILLIONS
-
Total Number of Accounts4,240ACCOUNTS
-
Average Account Value$183,962
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, IL, IN, MN, OH, TN, TX, WA, WI
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