Michael
Kelly

Wedbush Securities Inc

CRD#2294638
Investment Advisor
in Clarkston, MI

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About this Advisor

Michael Kelly is a financial advisor working in Clarkston, Michigan who has 10 years of relevant experience. Kelly is currently employed by Wedbush Securities Inc. During their career, the advisor has held roles at Wells Fargo Advisors LLC and Wedbush Securities Inc. Kelly holds a Series 63 license, certifying them as a securities agent, and is approved to advise clients in California and Michigan. Wedbush Securities Inc is a registered investment business operating out of Los Angeles, CA. The company has offices in 58 locations and a total of 920 financial advisors. It controls $4 billion in total assets across its 8,553 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 21 charitable organizations. Of its 8,553 customer accounts, just 14% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Wedbush Securities Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fees billed by Wedbush Securities Inc most likely include any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

Clarkston, MI

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Wedbush Securities Inc Brokerage Details

Total Assets Under Management

$3,857,311,726

MI Average: $7,578,581,321
Total Number of Employees

920

MI Average: 43
Total Number of Accounts

8,553

MI Average: 3,727
Average Account Size

$450,989

MI Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Michael Kelly Work History

Michael has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Wedbush Securities Inc

2009 - 2013 (4 years)

Wells Fargo Advisors LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Kelly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wedbush Securities Inc

Robert Howard
Dallas, TX
Paul Delzio
Sacramento, CA
Jonathan Monaco
Newport Beach, CA
Wendy Olson
Gleneden Beach, OR
Kevin Sesny
Los Angeles, CA
Jordan Tiu
Los Angeles, CA
Eliza Forastieri-Pitsikalis
Jersey City, NJ
Kendra Kaska
Anchorage, AK

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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