Aidan Alexander turner Kelly
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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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.Apr 2026 to now
- Charles Schwab Bank, SsbApr 2026 to now
- Fidelity InvestmentsOct 2021 to Apr 2026
- Equitable Advisors LLCJul 2021 to Oct 2021
- Penn State Campus RecreationJan 2021 to May 2021
- United BankJun 2020 to Aug 2020
- WalmartJun 2018 to Jun 2020
- Penn StateAug 2017 to May 2021
- StudentApr 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7414964
- Firm CRD
- 5393