David William Kelly is an investment adviser representative (IAR) with state registration records since 2013, appearing at 4 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2025-11-13 | present | Yes |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2025-09-12 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2016-11-18 | 2018-07-13 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2013-01-03 | 2016-10-28 | — |