Patrick KellyCRD Number: 6206147
Current Firm: Flagship Harbor Advisors, LLC
Patrick Kelly (CRD# 6206147) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Walpole, NH and has over 4 years of experience in the finance industry.
Monadnock Capital Partners, LLC
Northwestern Mutual Investment Services,llc
Chadwick & D'amato, LLC
|Lpl Financial LLC||Walpole, NH||Jun 2017 - Current||< 1|
|Flagship Harbor Advisors, LLC||Walpole, NH||Jun 2017 - Current||< 1|
|Wells Fargo Clearing Services, LLC||Lebanon, NH||Nov 2016 - Jun 2017||< 1|
|Wells Fargo Advisors, LLC||Lebanon, NH||Jun 2014 - Nov 2016||2|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Jul 2013 - May 2014||< 1|
|Northwestern Mutual Investment Services, LLC||Manchester, NH||Jul 2013 - May 2014||< 1|
|Rivendell School District||Orford, NH||Sep 2013 - Dec 2013||< 1|
|Samuel Morey Elementary School||Fairlee, VT||Sep 2012 - Jun 2013||< 1|
|Bernice A Ray School||Hanover, NH||Sep 2012 - Jun 2013||< 1|
|Norwich Inn||Norwich, VT||Oct 2011 - Jun 2013||1|
|Jesses's Steakhouse||Hanover, NH||Feb 2011 - Oct 2011||< 1|
|Hypertherm||Hanover, NH||Jun 2010 - Jan 2011||< 1|
|Full Time Student||Lebanon, NH||Sep 2008 - May 2010||1|
|Dextrys||Wakefield, MA||Nov 2007 - Sep 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2013|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management1,187MILLIONS
Total Number of Accounts8,237ACCOUNTS
Average Account Value$144,080
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA
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