Frederick Robert Kelley

Employer firm

Empower Advisory Group, LLC CRD 112058

$195B regulatory AUM 24 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2000 → 06/2021
  Fidelity Brokerage Services Llc
  Danvers, MA
• 07/2018 → 06/2021
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2022 → Present
  Gwfs Equities, Inc
  Greenwood Village, CO
• 03/2022 → Present
  Advised Assets Group, Llc
  Greenwood Village, CO
• 07/2021 → 03/2022
  Retired
  Melrose, MA

Previous Registrations

• 2018-07-13 → 2021-07-09
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2001-04-08 → 2018-07-13
  Strategic Advisers Llc
  Melrose, MA
  Danvers, MA
  Burlington, MA
  Burlington, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-06-23
• S63 Uniform Securities Agent State Law Examination
  1994-06-15

Other Names

• Fred Robert Kelley
• Kelley R Frederick
• Fred Robert Kelley
• Fred Robert Kelley
• Frederick Robert Kelley
• Fred R Kelley
• Fred R Kelley