Carter George Kelly
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
2 statesRegistered in
$0Firm assets
39 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.
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 Bank, SsbOct 2022 to now
- Charles Schwab & Co., Inc.Sep 2021 to now
- Yahnundasis Golf ClubMay 2020 to Aug 2020
- Vesper Country ClubMay 2018 to Aug 2018
- Naples National Golf ClubNov 2017 to Jun 2021
- N/aAug 2016 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 7496127
- Firm CRD
- 5393