Shannon Kelly, financial advisor Tulsa OK
90 score

Shannon Kelly

CRD Number: 6150680
Current Firm: Strategic Advisers, Inc.

Shannon Kelly (CRD# 6150680) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Tulsa, OK and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Tulsa, OK May 2015 - Current 1
Babysitter Tulsa, OK Nov 2013 - May 2015 1
Jp Morgan Securities LLC Tulsa, OK Jul 2014 - Apr 2015 < 1
Jpmorgan Chase Bank Tulsa, OK Nov 2012 - Jun 2014 1
Bank Of Oklahoma Tulsa, OK Jul 2012 - Oct 2012 < 1
Bank Of Oklahoma Tulsa, OK Feb 2012 - Jun 2012 < 1
Unemployed Tulsa, OK Jan 2012 - Feb 2012 < 1
Charleston Place Hotel Charleston, SC Aug 2011 - Dec 2011 < 1
Virginia's On King Charleston, SC Jul 2010 - Nov 2011 1
La Universidad De Complutense Madrid, Jan 2010 - Jun 2010 < 1
Sticky Fingers Ribhouse LLC Charleston, SC Aug 2007 - Dec 2009 2
Samaritan Medical Center Watertown, NY Jun 2006 - Jul 2007 1
Kentucky Fried Chicken Watertown, NY Apr 2005 - Aug 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2013
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Shannon M. Kelly
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • OK
  • TX
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
90
Clean Record
This advisor has a clean track record with regulators.

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