Christopher Kelly

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Scranton, PA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Scranton, PA
• 02/2022 → Present
  Wells Fargo Advisors Financial Network, Llc
  Clarks Summit, PA

Previous Registrations

• 2016-09-09 → 2022-02-11
  Wells Fargo Clearing Services, Llc
  Scranton, PA
  Scranton, PA

Other Businesses

BIRCHWOOD ROAD REALTY LLC; INVESTMENT RELATED; CLARKS SUMMIT, PA; 100% OWNERSHIP WITH SPOUSE; START DATE 1/1/2016; 5 HOURS PER MONTH; 0 DURING TRADING; DUTIES ARE TO COLLECT RENT, MAINTAIN PROPERTY, SECURE RENTERS. SGM PRIVATE WEALTH MANAGEMENT LLC DBA | KELLY PRIVATE WEALTH MANAGEMENT, INVT RELATED, WAVERLY, PA, 100% OWNERSHIP, START DATE 1/11/2022, 160 HRS PER MONTH AND DURING TRADING, FINET PRACTICE. | PRINCETON HARRIMAN INSURANCE SOLUTIONS, INVT RELATED, SARASOTA, FL, FINANCIAL ADVISOR, START DATE 12/1/2024, 8 HRS PER MONTH AND DURING TRADING, FOR INSURANCE BUSINESS.| THE COUNTRY CLUB OF SCRANTON; INV RELATED; CLARKS SUMMIT, PA; GOLF AND COUNTRY CLUB; FINANCE COMMITTEE MEMBER; START DATE 06/16/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING HOURS

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-12-21
• S65 Uniform Investment Adviser Law Examination
  2000-12-18

Other Names

• Christopher Michael Kelly