Grace
Kelly
First Oak Wealth Management, LLC
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About this Advisor
Grace Kelly is a financial advisor based in Raleigh, North Carolina, working with First Oak Wealth Management, LLC. Grace has previously held positions at Charles Schwab & Co., Inc, Beaver Run Resort And Conference Center, Colorado State University, Charles Schwab Bank, Morgan Stanley Smith Barney, and First Oak Wealth Management LLC. Grace has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Grace is part of First Oak Wealth Management, LLC, which operates out of Raleigh, North Carolina. The firm has 1 office and 5 employees. The firm manages assets totaling $252.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at First Oak Wealth Management, LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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First Oak Wealth Management, LLC Brokerage Details
$252,846,315
5
609
$415,183
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
Grace Kelly Work History
First Oak Wealth Management LLC
N/A
Morgan Stanley Smith Barney
N/A
Charles Schwab & Co., Inc
Charles Schwab Bank
Charles Schwab & Co., Inc
Beaver Run Resort And Conference Center
Colorado State University
N/A
N/A
Disclosures
Please visit the SEC profile of Grace 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 First Oak Wealth Management, LLC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
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