Matthew Kelly
Investment adviser representative at Wells Fargo Advisors
14 yearsExperience
1 stateRegistered in
$252.3BFirm 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 assetsFixed 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
14 years in the industry.
- Wells Fargo Advisors Financial Network, LLCJun 2022 to now
- Five Points Infrastructure ServicesFeb 2022 to Jun 2022
- Purple Recovery CenterFeb 2021 to Jan 2022
- Brookwood MovingApr 2018 to Jan 2021
- Total Pro RoofingFeb 2017 to Mar 2018
- Alcove Surveying & EngineeringAug 2012 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (GA).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
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
- 7601891
- Firm CRD
- 11025