Kellen GambeskiCRD 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.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|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|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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