Kevin Kelly, financial advisor Schaumburg IL

Kevin Kelly

CRD Number: 2658650
Current Firm: Cetera Investment Advisers LLC

Kevin Kelly (CRD# 2658650) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Schaumburg, IL and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Jul 2019 - Current 5
Lyft Chicago, IL Jun 2017 - Current 7
Uber Chicago, IL Jun 2017 - Current 7
Cetera Financial Specialists LLC Schaumburg, IL Sep 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1995
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Kevin B. Kelly
Phone Number: 310-257-7880
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    104,469
    MILLIONS
  • Total Number of Accounts
    423,554
    ACCOUNTS
  • Average Account Value
    $246,648
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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