EK
EK
Edward Kelleher
27 Years of Experience
Cliffwood, NJ
Broker
Edward Kelleher is a registered investment advisor at Cetera Investment Advisers LLC, based in Cliffwood, NJ, with 27 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
Cliffwood, NJ
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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.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 3 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 13 yrs
Previous Registrations
Cetera Advisor Networks LLC
September 2013 - June 2023 · 9 yrs 9 mos
Walnut Street Securities, INC.
August 2013 - September 2013 · 1 mo
Metlife Securities INC.Broker
March 2011 - September 2013 · 2 yrs 6 mos
New England SecuritiesBroker
March 2011 - September 2013 · 2 yrs 6 mos
Tower Square Securities, INC.Broker
April 2006 - September 2013 · 7 yrs 5 mos
Walnut Street Securities, INC.Broker
April 2006 - September 2013 · 7 yrs 5 mos
New England SecuritiesBroker
April 2006 - April 2010 · 4 yrs
Metlife Securities INC.Broker
November 2000 - April 2010 · 9 yrs 5 mos
Metropolitan Life Insurance CompanyBroker
November 2000 - July 2007 · 6 yrs 8 mos
Copeland Equities, INC.Broker
August 1997 - January 2000 · 2 yrs 5 mos
State Registrations14 states
COCTILKYMANCNDNJNYOHPAPRSCTX
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.