Claudia Helene Kelly
Investment adviser representative at Nuveen Asset Management, LLC
25 yearsExperience
1 stateRegistered in
$280.5BFirm assets
15 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Nuveen Asset Management, LLCMar 2026 to now
- Nuveen Securities, LLCJul 2025 to now
- UnemploymentAug 2024 to Jun 2025
- Buckman, Buckman & Reid Inc.Jun 2024 to Aug 2024
- UnmploymentAug 2023 to Jun 2024
- Prager Metis, CpaJun 2023 to Aug 2023
- UnemploymentAug 2022 to Jun 2023
- Long Branch Ocean RescueJun 2022 to Aug 2022
- UnemploymentAug 2021 to Jun 2022
- Long Branch Ocean RescueJun 2021 to Aug 2021
- UnemploymentAug 2020 to Jun 2021
- Long Branch Ocean RescueJun 2020 to Aug 2020
- UnemploymentAug 2019 to Jun 2020
- Long Branch Ocean RescueJun 2019 to Aug 2019
- UnemploymentAug 2018 to Jun 2019
- Long Branch Ocean RescueJun 2018 to Aug 2018
- UnemploymentAug 2017 to Jun 2018
- Long Branch Ocean RescueMay 2017 to Aug 2017
- UnemploymentOct 2001 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
Nuveen Asset Management, LLC
$280.5BAssets managed
65,258Clients
256Advisers
15 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
- 8113280
- Firm CRD
- 155584