Traci
Kelly
Smallwood Wealth Management
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About this Advisor
Traci Kelly is a financial advisor based out of Tarpon Springs, Florida who has 1 year of relevant experience. Kelly is an advisor for Smallwood Wealth Management. Throughout their career, Kelly has worked at Jml Financial Group, Park Avenue Securities, Questar Capital Corporation, Tracikellymoney.Com, Ohio National Financial Services, The O.N. Equity Sales Company, Smallwood Wealth Investment Management and Purshe Kaplan Sterling Investments. Kelly holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida and New Jersey. Smallwood Wealth Management is a registered investment firm based out of Red Bank, NJ. It handles $247 million in assets under management among its 814 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm advises two charities and foundations. Of its 814 customer accounts, 26% are held by high-net-worth individuals who have at least $1 million in investable assets. Smallwood Wealth Management has a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually depend on which services are provided. However, fees charged by Smallwood Wealth Management likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Smallwood Wealth Management Brokerage Details
$246,541,541
6
814
$302,877
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Traci Kelly Work History
Traci has been registered as a financial advisor for 1 years.*
Smallwood Wealth Investment Management
Purshe Kaplan Sterling Investments
Ohio National Financial Services
Questar Capital Corporation
Tracikellymoney.Com
The O.N. Equity Sales Company
Park Avenue Securities
Jml Financial Group
*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 Traci 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 Smallwood Wealth Management
Red Bank, NJ
Red Bank, NJ
Red Bank, NJ
Tarpon Springs, FL
Red Bank, NJ
Red Bank, NJ
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