Erin Kelley (CRD# 7704950) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Littleton, MA and has 1 year of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Littleton, MA | Feb 2023 - Current | 1 |
| Athleta | Hadley, MA | Nov 2022 - Feb 2023 | < 1 |
| University Of Massachusetts Amherst | Amherst, MA | Sep 2019 - Dec 2022 | 3 |
| Enterprise Bank | Billerica, MA | Jun 2021 - Aug 2022 | 1 |
| University Of Massachusetts Transit Services | Amherst, MA | Jan 2021 - Dec 2021 | < 1 |
| Demoulas Market Basket | Wilmington, MA | Jun 2016 - Jun 2021 | 5 |
| Instacart | Billerica, MA | May 2020 - Jan 2021 | < 1 |
| Billerica Memorial High School | Billerica, MA | Sep 2015 - Jun 2019 | 3 |
| Marshall Middle School | Billerica, MA | Jan 2013 - Sep 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
- MA
- TX
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Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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