Anthony
Kelsey

Fidelity Personal And Workplace Advisors

CRD#4728391
Investment Advisor
in Latonia, KY

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About this Advisor

Anthony Kelsey is a financial advisor who works out of Latonia, Kentucky with 2 years of industry experience. Kelsey is an employee of Fidelity Personal And Workplace Advisors. Over the course of their career, Kelsey has held roles at Regions Bank, Cetera Investment Advisers LLC, Cetera Investment Services LLC, Cetera Investment Advisors LLC, Morgan Stanley, Fidelity Investments, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Kelsey has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Florida and Texas. Fidelity Personal And Workplace Advisors is a registered investment firm headquartered in Boston, MA. It has offices in 3,093 locations and a total of 13,507 financial advisors. It manages $653 billion in assets under management across its 1,712,247 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 11 charitable organizations. Of its 1,712,247 customer accounts, 31% are held by high-net-worth investors who have at least $1 million in assets. Fidelity Personal And Workplace Advisors provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees usually vary depending on which services are provided. Fees billed by Fidelity Personal And Workplace Advisors most likely include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

100 Howe Drive
Latonia, KY 41015

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

KY Average: $16,012,751,954
Total Number of Employees

13,507

KY Average: 118
Total Number of Accounts

1,712,247

KY Average: 4,567
Average Account Size

$381,106

KY Average: $3,506,186

Investment Advisory Services

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

Anthony Kelsey Work History

Anthony has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Fidelity Investments

2018 - 2021 (3 years)

Morgan Stanley

2017 - 2018 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - 2018 (1 year)

Bank Of America, N.A

2015 - 2015 (< 1 year)

Cetera Investment Advisers LLC

2015 - 2017 (2 years)

Cetera Investment Services LLC

2014 - 2014 (< 1 year)

Cetera Investment Advisors LLC

2013 - 2014 (1 year)

Cetera Investment Services LLC

2005 - 2017 (12 years)

Regions Bank

*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 Anthony Kelsey 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 Fidelity Personal And Workplace Advisors

Nora Clifford
Greenbrae, CA
Elizabeth Muncie
Boston, MA
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Laura Mccallum
Austin, TX
Michael Gefen
Fairfield, CT
Andrew Draluck
Fort Lauderdale, FL

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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