Samuel L Kelly
Investment adviser representative at Cetera Investment Advisers LLC
26 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- TaxwellFeb 2026 to now
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Georgia Institute of TechnologyJan 2024 to now
- Cta FinancialJan 2007 to now
- IntuitJan 2024 to Feb 2024
- Avantax Advisory ServicesNov 2017 to Sep 2025
- Avantax Investment Services, Inc.Nov 2017 to Sep 2025
- Hd Vest Advisory ServicesJul 2013 to Nov 2017
- H.D. Vest Investment ServicesJan 2013 to Nov 2017
- Avantax Insurance Agency And/or Avantax Insurance Services.Dec 2011 to Sep 2025
- Georgia TechJan 2000 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (GA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 5789018
- Firm CRD
- 105644