Christopher Kelly
Christopher Kelly is a registered investment advisor at Wells Fargo Advisors, based in Clarks Summit, PA, with 25 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
200 Abington Executive Park Ste 204, 2nd Fl, [Satellite], Clarks Summit, PA, 18411
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Christopher owns Birchwood Road Realty LLC, dedicating minimal time to collecting rent and maintaining the property. He also owns SGM Private Wealth Management LLC DBA Kelly Private Wealth Management, working nearly full-time to fine-tune the practice, and works as a financial advisor for Princeton Harriman Insurance Solutions a few hours per week for insurance business.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Prudential Securities IncorporatedBroker
State Registrations21 states
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