Grace Marie Kelly is an investment adviser representative (IAR) with state registration records since 2015, appearing at 4 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2025-01-16 | present | Yes |
| FIRST OAK WEALTH MANAGEMENT, LLC | 2018-10-18 | 2025-01-03 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2018-09-28 | 2018-10-16 | — |
| CHARLES SCHWAB & CO., INC. | 2015-06-18 | 2018-03-28 | — |