Maria Nicole Kelly
Investment adviser representative at Amplius Wealth Advisors
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.7BFirm assets
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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
Experience
12 years in the industry.
- Amplius Wealth Advisors, LLCJan 2025 to now
- The Vanguard Group, Inc.Jun 2017 to Jan 2025
- Merrill LynchOct 2016 to Apr 2017
- Temple UniversityAug 2014 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Amplius Wealth Advisors
Legal name: Amplius Wealth Advisors, LLC
$1.7BAssets managed
781Clients
11Advisers
5 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
- 6665126
- Firm CRD
- 312463