Kevin Gerard Kelly
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab & Co., Inc.Sep 2023 to now
- Charles Schwab & Co., Inc. / TD AmeritradeJan 2023 to Sep 2023
- UnemployedAug 2021 to Dec 2022
- Fisher InvestmentsMay 2021 to Jul 2021
- UnemployedNov 2020 to May 2021
- Brandes Investment Partners, L.P.Apr 2013 to Nov 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2235609
- Firm CRD
- 5393