Kelly Zemaites, financial advisor Hackensack NJ

Kelly Zemaites

CRD Number: 5984294
Current Firm: Advice And Planning Services

Kelly Zemaites (CRD# 5984294) is an Investment Advisor Representative working at Advice And Planning Services in Hackensack, NJ and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Hackensack, NJ Aug 2016 - Current 7
Tiaa-cref Individual & Institutional Services, LLC Hackensack, NJ Aug 2016 - Current 7
Purshe Kaplan Sterling Investments Albany, NY Oct 2014 - Aug 2016 1
Mcadam LLC Jersey City, NJ Oct 2014 - Aug 2016 1
Voya Financial Advisors, Inc. Jersey City, NJ Jun 2012 - Oct 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Kelly M. Zemaites
Phone Number: 212-490-9000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    30,907
    MILLIONS
  • Total Number of Accounts
    76,892
    ACCOUNTS
  • Average Account Value
    $401,951
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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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