Adam Kelly
Adam Kelly is a registered investment advisor at Cetera Investment Advisers LLC, based in Brentwood, TN, with 11 years of industry experience. Adam 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
750 Old Hickory Blvd, St 2-210, Brentwood, TN, 37027
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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
Adam is an agent/broker for fixed insurance sales since 2016, dedicating minimal time to this activity. He also works as an independent contractor for TSSAA as a sports coach/referee, taking about a quarter of his time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Morgan Stanley
Morgan StanleyBroker
State Registrations14 states
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.