Kelly Rueckert is a registered investment advisor, based in New York, NY, with 16 years of industry experience.
Location
99 Park Avenue, 16th Floor, New York, NY, 10016
Get directionsHistory
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
Cp Client Solutions LLCBroker
January 2026 - Present · 4 mos
Cerity Partners LLC
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
The Ayco Company, L.P.
October 2023 - March 2024 · 5 mos
Goldman Sachs & CO. LLCBroker
January 2021 - March 2024 · 3 yrs 2 mos
Goldman Sachs Personal Financial Management
January 2021 - October 2023 · 2 yrs 9 mos
The Ayco Company,l.p.
December 2014 - December 2020 · 6 yrs
Mercer Allied Company, L.P.Broker
April 2009 - January 2021 · 11 yrs 9 mos
State Registrations1 state
NY
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.