Christopher Kelly
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
12 yearsExperience
2 statesRegistered in
$12.8BFirm assets
26 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- United Planners' Financial Services of America A Limited PartnerMay 2022 to now
- United Planners Financial ServicesMay 2022 to now
- Christopher Kelly Independent Insurance AgentApr 2022 to now
- Bank of America, N.A.Jul 2014 to May 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2014 to May 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 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
- 6186176
- Firm CRD
- 20804