MK
MK

Michael Kelleher

33 Years of Experience
Chatham, MA
Broker

Michael Kelleher is a registered investment advisor at Wells Fargo Advisors, based in Chatham, MA, with 33 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Chatham, MA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michael has a 50% ownership in MEMC Realty LLC to hold rental property, dedicating minimal time. He also has ownership stakes in CHK Wealth Management LLC and Ucentric Wealth Management, dedicating about 10-20% of his time and minimal time, respectively.

Employment History
Current Registrations
Wells Fargo Advisors
September 2025 - Present · 8 mos
Wells Fargo Advisors Financial Network, LLC
September 2025 - Present · 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Wells Fargo Advisors
May 2010 - September 2025 · 15 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
January 2009 - September 2025 · 16 yrs 8 mos
Citigroup Global Markets INC.Broker
February 2006 - February 2009 · 3 yrs
Legg Mason Wood Walker, IncorporatedBroker
November 1996 - February 2006 · 9 yrs 3 mos
Dean Witter Reynolds INC.Broker
February 1993 - November 1996 · 3 yrs 9 mos
State Registrations22 states
AZCACOCTFLGAINKYMAMDMEMINHNJNYPARITXUTVAVTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael Kelleher - Financial Advisor | TrueAdvisor