Peter Kelley, financial advisor San Ramon CA
90 score

Peter Kelley

CRD Number: 6148186
Current Firm: Sii Investments, Inc.

Peter Kelley (CRD# 6148186) is an Investment Advisor Representative working at Sii Investments, Inc. in San Ramon, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Sii Investments, Inc. San Ramon, CA Feb 2013 - Current 3
Edward Jones Hermosa Beach, CA Nov 2012 - Jan 2013 < 1
Community Development Newport Beach, CA Jan 2012 - Oct 2012 < 1
Taisel Construction Cypress, CA Sep 2010 - Dec 2011 1
Aes Clean Tech Seal Beach, CA Feb 2010 - Aug 2010 < 1
Hensel Phelps Irvine, CA Jun 2006 - Dec 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Peter A. Kelley
Phone Number: 800-426-5975
Firm Website: http://www.siionline.com
Registered State(s):
  • CA
  • KS
By the Numbers
  • Total Assets Under Management
    4,226
    MILLIONS
  • Total Number of Accounts
    30,484
    ACCOUNTS
  • Average Account Value
    $138,626
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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