Frederick
Kelley

Empower Advisory Group, LLC

CRD#1959101
Investment Advisor
in Melrose, MA

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About this Advisor

Frederick Kelley is a financial advisor based in Melrose, Massachusetts, working with Empower Advisory Group, LLC. Frederick has previously held positions at Fidelity Brokerage Services LLC, Fidelity Personal And Workplace Advisors, Gwfs Equities, Inc, Advised Assets Group, LLC, and Retired. Frederick has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Frederick is part of Empower Advisory Group, LLC, which operates out of Melrose, Massachusetts. The firm has 4 offices and 766 employees. The firm manages assets totaling $134.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Empower Advisory Group, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Melrose, MA

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Empower Advisory Group, LLC Brokerage Details

Total Assets Under Management

$134,279,160,181

MA Average: $2,349,664,866
Total Number of Employees

766

MA Average: 28
Total Number of Accounts

188,739

MA Average: 1,101
Average Account Size

$711,454

MA Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Frederick Kelley Work History

2022 - Present (2 years)

Gwfs Equities, Inc

2022 - Present (2 years)

Advised Assets Group, LLC

2021 - 2022 (1 year)

Retired

2018 - 2021 (3 years)

Fidelity Personal And Workplace Advisors

2000 - 2021 (21 years)

Fidelity Brokerage Services LLC

Disclosures

Please visit the SEC profile of Frederick Kelley 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 Empower Advisory Group, LLC

Michael Byrne
Englewood, CO
Jeremy Lee
Englewood, CO
Andrew Stahl
Englewood, CO
Kristopher Yates
Englewood, CO
Janine Sam
Myersville, MD
Daniel Fuqua
Abingdon, MD
Tara Voorhies
Englewood, CO
Francisco Hernandez
Englewood, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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