Michael Kelleher (CRD# 7405716) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Shrewsbury, MA and has over 2 years of experience in the finance industry.
CRD# 2931681
Lpl Financial LLC
CRD# 6371217
Integrated Wealth Concepts LLC
CRD# 2570107
Abrams Financial Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Merrimack, NH | Jun 2021 - Current | 2 |
| Syracuse University | Syracuse, NY | Aug 2017 - Jun 2021 | 3 |
| Bottomline Technologies | Portsmouth, NH | Jun 2020 - Aug 2020 | < 1 |
| Syracuse Rec Services | Syracuse, NY | Aug 2018 - Jun 2020 | 1 |
| United Parcel Service | Chelmsford, MA | Nov 2019 - Dec 2019 | < 1 |
| The Skipper Chowder House | South Yarmouth, MA | Jun 2015 - Aug 2019 | 4 |
| Vector Marketing | Waltham, MA | Nov 2018 - Dec 2018 | < 1 |
| Lincoln-sudbury Regional High School | Sudbury, MA | Aug 2013 - Jun 2017 | 3 |
| Salty's Restaurant | West Yarmouth, MA | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2021 |
| 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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