Kelley Elizabeth Mcgoldrick
Investment adviser representative at Cetera Investment Advisers LLC
10 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
10 years in the industry.
- Cetera Investment Advisers LLCApr 2026 to now
- Cetera Wealth Services, LLCApr 2026 to now
- Mcgoldrick Realty TrustSep 2022 to now
- OsaicNov 2023 to Apr 2026
- Commonwealth Financial NetworkMay 2017 to Nov 2023
- Morgan Stanley Private Bank, National AssociationMar 2016 to May 2017
- Morgan Stanley Smith Barney LLCMar 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 5955947
- Firm CRD
- 105644