Kelsey Hyman
Kelsey Hyman is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Newport, RI, with 16 years of industry experience. Kelsey 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
Firm Size
IM Fee
Assets Under Management
Location
8 Freebody Street, Suite 1, Newport, RI, 02840-5505
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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
Kelsey provides tax preparation and consulting services, including social security planning, taking nearly full-time. She also has the ability to sell various annuity products through Avantax Insurance Agency and affiliated agencies, dedicating minimal time to these sales.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
State Registrations8 states
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