Drew
Kelly
Fidelity Personal And Workplace Advisors
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About this Advisor
Drew Kelly is a financial advisor based in New Richmond, Wisconsin with a total of 1 year of industry experience. Kelly currently works for Fidelity Personal And Workplace Advisors. During their career, Kelly has held roles at Lake Elmo Inn, Kellys Depot, University Of Wisconsin River Falls, New Richmond High School, Thrivent Investment Management Inc, American Legion, Quality Molding, Somerset High School, Thrivent Financial, Fidelity Investments, Designing Women By Arlys, Jimmy Johns, Somerset Rink and Somerset Youth Hockey Camp. Kelly maintains Series 66 and Series 63 licenses, qualifying them as a securities broker, and is approved to serve investors in Wisconsin. Fidelity Personal And Workplace Advisors is a firm headquartered in Boston, MA. The investment advisory business has offices in 3,093 locations and a total of 13,507 people on staff. It administers $653 billion in total assets between its 1,712,247 accounts, making it one of the largest financial 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 associated with high-net-worth investors who have at least $1 million in assets available to invest. Fidelity Personal And Workplace Advisors performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on which services are offered. Fees billed by Fidelity Personal And Workplace Advisors most likely consist of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$652,548,367,853
13,507
1,712,247
$381,106
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
Drew Kelly Work History
Drew has been registered as a financial advisor for 1 years.*
Fidelity Investments
Thrivent Financial
Thrivent Financial
Thrivent Investment Management Inc
Lake Elmo Inn
University Of Wisconsin River Falls
New Richmond High School
American Legion
Quality Molding
Designing Women By Arlys
Jimmy Johns
Somerset Youth Hockey Camp
Kellys Depot
Somerset Rink
Somerset High School
*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 Drew Kelly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Fairfield, CT
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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.
