Kellen Gambeski, financial advisor Rochester NY
93 score

Kellen Gambeski

CRD Number: 5508244
Current Firm: Strategic Advisers, Inc.

Kellen Gambeski (CRD# 5508244) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Rochester, NY and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Rochester, NY Jul 2013 - Current 3
First Niagara Bank Rochester, NY Dec 2012 - Jun 2013 < 1
Lpl Financial LLC Charlotte, NC Dec 2012 - Jun 2013 < 1
Key Bank Na Rochester, NY Jul 2012 - Dec 2012 < 1
Key Investment Services LLC Rochester, NY Jul 2012 - Dec 2012 < 1
Hsbc Rochester, NY Jun 2012 - Jul 2012 < 1
Metlife Securities Inc. Rochester, NY Sep 2008 - Jun 2012 3
Unemployed Rochester, NY May 2008 - Sep 2008 < 1
Nazareth College Rochester, NY Aug 2004 - May 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2013
S63 Uniform Securities State Law Examination Oct 2008
Contact Info for Kellen C. Gambeski
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • NJ
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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