Kelly Fong is a CFA, CFP-designated registered investment advisor, based in Honolulu, HI, with 18 years of industry experience.
Location
130 Merchant St Cc#888, Honolulu, HI, 96813
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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
August 2025 - Present · 9 mos
Cetera Investment Services LLCBroker
August 2025 - Present · 9 mos
Previous Registrations
Bankoh Investment Services, INC.Broker
November 2014 - August 2025 · 10 yrs 9 mos
Bankoh Advisors
August 2014 - August 2025 · 11 yrs
Bancwest Investment Services, INC.Broker
May 2008 - October 2008 · 5 mos
Lehman Brothers INC.Broker
April 2005 - October 2007 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2003 - March 2005 · 1 yr 4 mos
Pacific Growth Equities, LLCBroker
July 2003 - October 2003 · 3 mos
Prudential Securities IncorporatedBroker
July 2000 - August 2002 · 2 yrs 1 mo
State Registrations11 states
AZCADCFLHIMDNCNVORTXWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.