Shannon KellyCRD 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 5 years of experience in the finance industry.
Bok Financial Advisors
Warburton Capital Management, LLC
|Fidelity Brokerage Services LLC||Tulsa, OK||May 2015 - Current||3|
|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|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2013|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management254,026MILLIONS
Total Number of Accounts688,691ACCOUNTS
Average Account Value$368,854
- 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, WY
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