Kelli HealyCRD Number: 4555467
Current Firm: Strategic Advisers, Inc.
Kelli Healy (CRD# 4555467) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Westlake, TX and has over 12 years of experience in the finance industry.
Commonwealth Financial Network
Vanderpal Capital Management LLC
Summit Financial Group Inc.
|Fidelity Brokerage Services LLC||Westlake, TX||Apr 2013 - Current||3|
|Fidelity Investments Institutional Services Company, Inc.||Westlake, TX||Dec 2011 - Apr 2013||1|
|Unemployed||Grapevine, TX||Aug 2011 - Dec 2011||< 1|
|Mbm Securities, Inc.||Houston, TX||Jul 2010 - Aug 2011||1|
|Mbm Advisors Inc.||Houston, TX||Jul 2010 - Aug 2011||1|
|Fielity Investments Institutional Services Company, Inc.||Westlake, TX||Jul 2008 - Jul 2010||2|
|John Hancock||Boston, MA||Jun 2005 - Jul 2008||3|
|John Hancock Distributors LLC||Boston, MA||Jun 2005 - Jul 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2004|
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
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