Peter Kelly, financial advisor Orlando FL
93 score

Peter Kelly

CRD Number: 4440378
Current Firm: Charles Schwab & Company, Inc.

Peter Kelly (CRD# 4440378) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orlando, FL and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Uber Winter Springs, FL Jul 2016 - Current < 1
Charles Schwab & Company, Inc. Orlando, FL Dec 2010 - Current 6
Bonddesk Trading LLC New York, NY Jun 2010 - Dec 2010 < 1
Axa Advisors New York, NY Aug 2009 - Jun 2010 < 1
Unemployed New York, NY Dec 2008 - Aug 2009 < 1
Aig Global Investment Group New York, NY Apr 2006 - Dec 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2004
S66 NASAA Uniform Combined State Law Examination Nov 2009
Contact Info for Peter G. Kelly
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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